Skip to main content

Mattern Wealth Management LLC

SEC CIK
0001802376
Latest filing
Jul 23, 2026

MDY holding history

SPDR S&P Midcap 400 ETF Trust in every 13F filed by Mattern Wealth Management 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 2022)
0
Sold out in Q1 2022
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q1 2021
Holdings of MDY by Mattern Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20220$00.0%−3,219−100.0%Sold outHolders
Q4 20213,219$1.67M0.5%−14,556−81.9%ReducedHolders
Q3 202117,775$8.55M2.9%−236−1.3%ReducedHolders
Q2 202118,011$8.58M2.7%−1,950−9.8%ReducedHolders
Q1 202119,961$9.50M3.3%––Holders

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