Skip to main content
Livermore
Livermore
ZHEN

Revolve Wealth Partners, LLC

SEC CIK
0001808992
Latest filing
Jul 9, 2026

MDY holding history

SPDR S&P Midcap 400 ETF Trust in every 13F filed by Revolve 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 (Q2 2026)
3,649
Value
$2.57M
% of portfolio
0.3%
Quarters held
19
Since Q4 2021
Holdings of MDY by Revolve Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,649$2.57M0.3%00.0%UnchangedHolders
Q1 20263,649$2.25M0.3%−136−3.6%ReducedHolders
Q4 20253,785$2.28M0.3%00.0%UnchangedHolders
Q3 20253,785$2.26M0.3%+8+0.2%AddedHolders
Q2 20253,777$2.14M0.3%−241−6.0%ReducedHolders
Q1 20254,018$2.14M0.3%−5−0.1%ReducedHolders
Q4 20244,023$2.29M0.3%−10−0.2%ReducedHolders
Q3 20244,033$2.30M0.4%00.0%UnchangedHolders
Q2 20244,033$2.16M0.4%00.0%UnchangedHolders
Q1 20244,033$2.24M0.4%+91+2.3%AddedHolders
Q4 20233,942$2.00M0.4%−51−1.3%ReducedHolders
Q3 20233,993$1.82M0.4%+10+0.3%AddedHolders
Q2 20233,983$1.91M0.4%−97−2.4%ReducedHolders
Q1 20234,080$1.87M0.5%−50−1.2%ReducedHolders
Q4 20224,130$1.83M0.5%−5−0.1%ReducedHolders
Q3 20224,135$1.66M0.6%−104−2.5%ReducedHolders
Q2 20224,239$1.75M0.6%+342+8.8%AddedHolders
Q1 20223,897$1.91M0.6%+64+1.7%AddedHolders
Q4 20213,833$1.98M0.6%–No prior filingHolders