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Livermore
Livermore
ZHEN

Clientfirst Wealth Management, LLC

SEC CIK
0001915494
Latest filing
Jul 30, 2026

MDY holding history

SPDR S&P Midcap 400 ETF Trust in every 13F filed by Clientfirst Wealth Management, 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)
3,741
Value
$2.63M
% of portfolio
2.2%
Quarters held
15
Since Q4 2021
Holdings of MDY by Clientfirst Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,741$2.63M2.2%00.0%UnchangedHolders
Q1 20263,741$2.31M1.9%00.0%UnchangedHolders
Q4 20253,741$2.26M1.8%00.0%UnchangedHolders
Q3 20253,741$2.23M1.8%00.0%UnchangedHolders
Q2 20253,741$2.12M2.2%00.0%UnchangedHolders
Q1 20253,741$2.00M2.3%00.0%UnchangedHolders
Q4 20243,741$2.13M2.2%–No prior filingHolders
Q4 2023––––Not filedHolders
Q3 20233,789$1.70M2.1%00.0%UnchangedHolders
Q2 20233,789$1.85M2.2%00.0%UnchangedHolders
Q1 20233,789$1.72M2.3%00.0%UnchangedHolders
Q4 20223,789$1.68M2.1%00.0%UnchangedHolders
Q3 20223,789$1.74M2.2%00.0%UnchangedHolders
Q2 20223,789$1.57M2.4%00.0%UnchangedHolders
Q1 20223,789$1.86M1.7%00.0%UnchangedHolders
Q4 20213,789$1.88M1.7%–No prior filingHolders