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Livermore
Livermore
ZHEN

Blue Zone Wealth Advisors, LLC

SEC CIK
0001803106
Latest filing
Jul 14, 2026

MDY holding history

SPDR S&P Midcap 400 ETF Trust in every 13F filed by Blue Zone Wealth Advisors, 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)
1,840
Value
$1.29M
% of portfolio
0.2%
Quarters held
11
Since Q3 2021
Holdings of MDY by Blue Zone Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,840$1.29M0.2%00.0%UnchangedHolders
Q1 20261,840$1.13M0.2%−4−0.2%ReducedHolders
Q4 20251,844$1.11M0.2%+631+52.0%AddedHolders
Q3 20251,213$723.0K0.1%+1,213NewHolders
Q1 20240$00.0%−400−100.0%Sold outHolders
Q4 2023400$203.0K0.1%+400NewHolders
Q1 20230$00.0%−635−100.0%Sold outHolders
Q4 2022635$281.2K0.2%00.0%UnchangedHolders
Q3 2022635$255.0K0.1%00.0%UnchangedHolders
Q2 2022635$263.0K0.1%00.0%UnchangedHolders
Q1 2022635$311.0K0.1%−54−7.8%ReducedHolders
Q4 2021689$357.0K0.1%00.0%UnchangedHolders
Q3 2021689$331.0K0.1%+689NewHolders