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Livermore
Livermore
ZHEN

Guidance Point Advisors, LLC

SEC CIK
0001767710
Latest filing
Jul 31, 2026

MDY holding history

SPDR S&P Midcap 400 ETF Trust in every 13F filed by Guidance Point 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)
515
Value
$364.0K
% of portfolio
0.1%
Quarters held
20
Since Q2 2021
Holdings of MDY by Guidance Point Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026515$364.0K0.1%00.0%UnchangedHolders
Q1 2026515$318.9K0.1%−2−0.4%ReducedHolders
Q4 2025517$313.1K0.1%+15+3.0%AddedHolders
Q3 2025502$300.1K0.1%−12−2.3%ReducedHolders
Q2 2025514$290.6K0.1%+2+0.4%AddedHolders
Q1 2025512$273.4K0.1%−156−23.4%ReducedHolders
Q4 2024668$380.3K0.1%+25+3.9%AddedHolders
Q3 2024643$366.7K0.1%00.0%UnchangedHolders
Q2 2024643$343.8K0.1%+4+0.6%AddedHolders
Q1 2024639$357.1K0.1%+1+0.2%AddedHolders
Q4 2023638$325.0K0.1%+13+2.1%AddedHolders
Q3 2023625$285.1K0.1%+4+0.6%AddedHolders
Q2 2023621$297.5K0.1%00.0%UnchangedHolders
Q1 2023621$284.4K0.1%−16−2.5%ReducedHolders
Q4 2022637$282.2K0.1%+637NewHolders
Q3 20220$00.0%−485−100.0%Sold outHolders
Q2 2022485$200.0K0.1%+1+0.2%AddedHolders
Q1 2022484$237.0K0.1%+16+3.4%AddedHolders
Q4 2021468$242.0K0.1%+42+9.9%AddedHolders
Q3 2021426$204.0K0.1%−7−1.6%ReducedHolders
Q2 2021433$212.0K0.1%+433NewHolders