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Livermore
Livermore
ZHEN

XML Financial, LLC

SEC CIK
0001800465
Latest filing
Jul 24, 2026

MDY holding history

SPDR S&P Midcap 400 ETF Trust in every 13F filed by XML Financial, 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)
2,504
Value
$1.76M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of MDY by XML Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,504$1.76M0.1%−52−2.0%ReducedHolders
Q1 20262,556$1.58M0.1%+445+21.1%AddedHolders
Q4 20252,111$1.27M0.1%−591−21.9%ReducedHolders
Q3 20252,702$1.61M0.1%−76−2.7%ReducedHolders
Q2 20252,778$1.57M0.1%−13−0.5%ReducedHolders
Q1 20252,791$1.49M0.1%−37−1.3%ReducedHolders
Q4 20242,828$1.61M0.1%−329−10.4%ReducedHolders
Q3 20243,157$1.80M0.2%+298+10.4%AddedHolders
Q2 20242,859$1.53M0.2%−60−2.1%ReducedHolders
Q1 20242,919$1.62M0.2%−39−1.3%ReducedHolders
Q4 20232,958$1.50M0.2%−10.0%ReducedHolders
Q3 20232,959$1.35M0.2%−684−18.8%ReducedHolders
Q2 20233,643$1.74M0.2%−92−2.5%ReducedHolders
Q1 20233,735$1.71M0.2%−83−2.2%ReducedHolders
Q4 20223,818$1.69M0.2%−14−0.4%ReducedHolders
Q3 20223,832$1.54M0.2%−20−0.5%ReducedHolders
Q2 20223,852$1.59M0.4%+48+1.3%AddedHolders
Q1 20223,804$1.87M0.2%+99+2.7%AddedHolders
Q4 20213,705$1.92M0.2%+47+1.3%AddedHolders
Q3 20213,658$1.76M0.2%+10+0.3%AddedHolders
Q2 20213,648$1.79M0.4%+50+1.4%AddedHolders
Q1 20213,598$1.71M0.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.