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Lowery Thomas, LLC

SEC CIK
0001919701
Latest filing
Jul 29, 2026

MDY holding history

SPDR S&P Midcap 400 ETF Trust in every 13F filed by Lowery Thomas, 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)
422
Value
$296.5K
% of portfolio
0.1%
Quarters held
8
Since Q1 2024
Holdings of MDY by Lowery Thomas, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026422$296.5K0.1%+1+0.2%AddedHolders
Q1 2026421$259.4K0.1%+2+0.5%AddedHolders
Q4 2025419$253.0K0.1%−49−10.5%ReducedHolders
Q3 2025468$279.2K0.2%+101+27.5%AddedHolders
Q2 2025367$208.0K0.1%+367NewHolders
Q1 20250$00.0%−365−100.0%Sold outHolders
Q4 2024365$207.9K0.1%+1+0.3%AddedHolders
Q3 2024364$207.3K0.1%+364NewHolders
Q2 20240$00.0%−362−100.0%Sold outHolders
Q1 2024362$201.4K0.2%+362NewHolders