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Evergreen Wealth Solutions, LLC

SEC CIK
0001904432
Latest filing
Aug 14, 2026

MDY holding history

SPDR S&P Midcap 400 ETF Trust in every 13F filed by Evergreen Wealth 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)
1,719
Value
$1.23M
% of portfolio
0.1%
Quarters held
3
Since Q4 2025
Holdings of MDY by Evergreen Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,719$1.23M0.1%+821+91.4%AddedHolders
Q1 2026898$554.0K<0.1%+132+17.2%AddedHolders
Q4 2025766$462.1K0.1%+766NewHolders