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Lifeworks Advisors, LLC

SEC CIK
0001882132
Latest filing
Aug 14, 2026

MDY holding history

SPDR S&P Midcap 400 ETF Trust in every 13F filed by Lifeworks 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 (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q1 2023
Holdings of MDY by Lifeworks Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−676−100.0%Sold outHolders
Q3 2024676$385.1K0.1%−99−12.8%ReducedHolders
Q2 2024775$414.7K0.1%−39−4.8%ReducedHolders
Q1 2024814$452.9K0.1%+57+7.5%AddedHolders
Q4 2023757$384.1K0.1%−62−7.6%ReducedHolders
Q3 2023819$374.0K0.1%−88−9.7%ReducedHolders
Q2 2023907$434.4K0.2%00.0%UnchangedHolders
Q1 2023907$415.8K0.2%+907NewHolders