Crown Wealth Group, LLC

SEC CIK: 0001845698
Latest filing: Jul 21, 2026

SEC filings (opens in a new tab)

MDY holding history

SPDR S&P Midcap 400 ETF Trust in every 13F filed by Crown Wealth Group, 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 (Q1 2025): 0; Sold out in Q1 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2021

Holdings of MDY by Crown Wealth Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2025	0	$0	0.0%	−1,231−100.0%	Sold out	Holders
Q4 2024	1,231	$701.2K	0.3%	+1,231	New	Holders
Q1 2022	0	$0	0.0%	−1,443−100.0%	Sold out	Holders
Q4 2021	1,443	$747.0K	0.7%	–	No prior filing	Holders