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Livermore
Livermore
ZHEN

Wealth Advisory Solutions, LLC

SEC CIK
0001834802
Latest filing
Jul 24, 2026

MDY holding history

SPDR S&P Midcap 400 ETF Trust in every 13F filed by Wealth Advisory Solutions, 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)
993
Value
$698.4K
% of portfolio
0.1%
Quarters held
19
Since Q2 2021
Holdings of MDY by Wealth Advisory Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026993$698.4K0.1%00.0%UnchangedHolders
Q1 2026993$612.4K0.1%−7−0.7%ReducedHolders
Q4 20251,000$603.3K0.1%00.0%UnchangedHolders
Q3 20251,000$596.0K0.1%00.0%UnchangedHolders
Q2 20251,000$566.5K0.1%00.0%UnchangedHolders
Q1 20251,000$533.5K0.1%00.0%UnchangedHolders
Q4 20241,000$569.6K0.2%00.0%UnchangedHolders
Q3 20241,000$569.7K0.2%−14−1.4%ReducedHolders
Q2 20241,014$542.6K0.1%−100−9.0%ReducedHolders
Q1 20241,114$619.8K0.2%00.0%UnchangedHolders
Q4 20231,114$565.2K0.2%−1,114−50.0%ReducedHolders
Q3 20232,228$1.07M0.2%+2,228NewHolders
Q2 20230$00.0%−1,120−100.0%Sold outHolders
Q1 20231,120$513.4K0.1%−2,000−64.1%ReducedHolders
Q4 20223,120$1.38M0.4%00.0%UnchangedHolders
Q3 20223,120$1.25M0.3%00.0%UnchangedHolders
Q2 20223,120$1.29M0.3%00.0%UnchangedHolders
Q1 20223,120$1.53M0.3%–No prior filingHolders
Q4 2021––––Not filedHolders
Q3 20213,420$1.65M0.4%−25−0.7%ReducedHolders
Q2 20213,445$1.69M0.4%+3,445NewHolders