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CFM Wealth Partners LLC

SEC CIK
0001801097
Latest filing
Aug 7, 2026

MDY holding history

SPDR S&P Midcap 400 ETF Trust in every 13F filed by CFM Wealth Partners 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 (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q3 2022
Holdings of MDY by CFM Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−629−100.0%Sold outHolders
Q4 2023629$319.1K0.1%00.0%UnchangedHolders
Q3 2023629$287.2K0.1%00.0%UnchangedHolders
Q2 2023629$301.2K0.1%00.0%UnchangedHolders
Q1 2023629$288.3K0.1%00.0%UnchangedHolders
Q4 2022629$278.5K0.1%00.0%UnchangedHolders
Q3 2022629$253.0K0.1%+629NewHolders