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Symphony Financial, Ltd. Co.

SEC CIK
0001800687
Latest filing
Aug 3, 2026

MDY holding history

SPDR S&P Midcap 400 ETF Trust in every 13F filed by Symphony Financial, Ltd. Co., 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)
430
Value
$300.1K
% of portfolio
<0.1%
Quarters held
16
Since Q1 2021
Holdings of MDY by Symphony Financial, Ltd. Co., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026430$300.1K<0.1%+1+0.2%AddedHolders
Q1 2026429$261.0K<0.1%+2+0.5%AddedHolders
Q4 2025427$260.5K<0.1%+1+0.2%AddedHolders
Q3 2025426$252.1K<0.1%00.0%UnchangedHolders
Q2 2025426$247.0K<0.1%+426NewHolders
Q1 20250$00.0%−426−100.0%Sold outHolders
Q4 2024426$256.3K<0.1%00.0%UnchangedHolders
Q3 2024426$242.6K<0.1%00.0%UnchangedHolders
Q2 2024426$227.5K<0.1%00.0%UnchangedHolders
Q1 2024426$237.2K0.1%00.0%UnchangedHolders
Q4 2023426$211.0K<0.1%+426NewHolders
Q3 20230$00.0%−426−100.0%Sold outHolders
Q2 2023426$202.8K<0.1%+426NewHolders
Q2 20220$00.0%−426−100.0%Sold outHolders
Q1 2022426$203.0K<0.1%00.0%UnchangedHolders
Q4 2021426$221.0K0.1%00.0%UnchangedHolders
Q3 2021426$208.0K0.1%00.0%UnchangedHolders
Q2 2021426$209.0K0.1%00.0%UnchangedHolders
Q1 2021426$207.0K0.1%––Holders

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