Plotkin Financial Advisors, LLC

SEC CIK: 0001826394
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

MDY holding history

SPDR S&P Midcap 400 ETF Trust in every 13F filed by Plotkin Financial Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MDY overview All 13F holders of MDY Full Q2 2026 holdings

Shares (Q4 2021): 0; Sold out in Q4 2021
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2021

Holdings of MDY by Plotkin Financial Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2021	0	$0	0.0%	−750−100.0%	Sold out	Holders
Q3 2021	750	$360.7K	0.2%	−122−14.0%	Reduced	Holders
Q2 2021	872	$428.2K	0.2%	+432+98.2%	Added	Holders
Q1 2021	440	$209.5K	0.1%	–	–	Holders

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