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Livermore
Livermore
ZHEN

Visionary Wealth Advisors

SEC CIK
0001802984
Latest filing
Aug 13, 2026

MDY holding history

SPDR S&P Midcap 400 ETF Trust in every 13F filed by Visionary Wealth Advisors, 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)
530
Value
$372.5K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MDY by Visionary Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026530$372.5K<0.1%+1+0.2%AddedHolders
Q1 2026529$326.5K<0.1%00.0%UnchangedHolders
Q4 2025529$319.2K<0.1%00.0%UnchangedHolders
Q3 2025529$315.2K<0.1%−49−8.5%ReducedHolders
Q2 2025578$327.2K<0.1%−19−3.2%ReducedHolders
Q1 2025597$318.7K<0.1%−36−5.7%ReducedHolders
Q4 2024633$360.7K<0.1%+44+7.5%AddedHolders
Q3 2024589$335.5K<0.1%00.0%UnchangedHolders
Q2 2024589$315.0K<0.1%00.0%UnchangedHolders
Q1 2024589$327.5K<0.1%00.0%UnchangedHolders
Q4 2023589$299.0K<0.1%00.0%UnchangedHolders
Q3 2023589$269.0K<0.1%+76+14.8%AddedHolders
Q2 2023513$245.7K<0.1%−56−9.8%ReducedHolders
Q1 2023569$260.8K<0.1%00.0%UnchangedHolders
Q4 2022569$252.0K<0.1%00.0%UnchangedHolders
Q3 2022569$229.0K<0.1%00.0%UnchangedHolders
Q2 2022569$235.0K<0.1%00.0%UnchangedHolders
Q1 2022569$279.0K<0.1%00.0%UnchangedHolders
Q4 2021569$295.0K<0.1%+2+0.4%AddedHolders
Q3 2021567$273.0K<0.1%00.0%UnchangedHolders
Q2 2021567$278.0K<0.1%+120+26.8%AddedHolders
Q1 2021447$213.0K<0.1%––Holders

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