Skip to main content
Livermore
Livermore
ZHEN

CM Wealth Advisors LLC

SEC CIK
0001764581
Latest filing
Aug 10, 2026

MDY holding history

SPDR S&P Midcap 400 ETF Trust in every 13F filed by CM Wealth Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MDY overviewAll 13F holders of MDYFull Q2 2026 holdings

Shares (Q2 2026)
685
Value
$483.0K
% of portfolio
0.1%
Quarters held
17
Since Q2 2022
Holdings of MDY by CM Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026685$483.0K0.1%00.0%UnchangedHolders
Q1 2026685$423.5K0.1%00.0%UnchangedHolders
Q4 2025685$414.7K0.1%+56+8.9%AddedHolders
Q3 2025629$375.9K0.1%00.0%UnchangedHolders
Q2 2025629$357.4K0.1%00.0%UnchangedHolders
Q1 2025629$336.4K0.1%00.0%UnchangedHolders
Q4 2024629$359.6K0.1%00.0%UnchangedHolders
Q3 2024629$359.4K0.1%00.0%UnchangedHolders
Q2 2024629$337.8K0.2%00.0%UnchangedHolders
Q1 2024629$342.6K0.1%00.0%UnchangedHolders
Q4 2023629$320.3K0.1%00.0%UnchangedHolders
Q3 2023629$291.0K0.1%00.0%UnchangedHolders
Q2 2023629$311.9K0.1%00.0%UnchangedHolders
Q1 2023629$280.0K0.1%00.0%UnchangedHolders
Q4 2022629$279.6K0.1%00.0%UnchangedHolders
Q3 2022629$253.8K0.1%00.0%UnchangedHolders
Q2 2022629$261.0K0.2%–No prior filingHolders