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Livermore
Livermore
ZHEN

WorthPointe, LLC

SEC CIK
0001921448
Latest filing
Jul 31, 2026

MDY holding history

SPDR S&P Midcap 400 ETF Trust in every 13F filed by WorthPointe, 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)
1,032
Value
$725.8K
% of portfolio
0.2%
Quarters held
19
Since Q4 2021
Holdings of MDY by WorthPointe, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,032$725.8K0.2%00.0%UnchangedHolders
Q1 20261,032$636.5K0.2%00.0%UnchangedHolders
Q4 20251,032$622.6K0.2%00.0%UnchangedHolders
Q3 20251,032$615.1K0.2%00.0%UnchangedHolders
Q2 20251,032$584.6K0.2%00.0%UnchangedHolders
Q1 20251,032$550.6K0.3%00.0%UnchangedHolders
Q4 20241,032$587.8K0.2%−73−6.6%ReducedHolders
Q3 20241,105$629.5K0.3%−53−4.6%ReducedHolders
Q2 20241,158$619.8K0.3%00.0%UnchangedHolders
Q1 20241,158$644.4K0.3%00.0%UnchangedHolders
Q4 20231,158$587.5K0.3%00.0%UnchangedHolders
Q3 20231,158$528.8K0.3%−27−2.3%ReducedHolders
Q2 20231,185$567.5K0.4%00.0%UnchangedHolders
Q1 20231,185$543.2K0.4%00.0%UnchangedHolders
Q4 20221,185$524.7K0.4%00.0%UnchangedHolders
Q3 20221,185$476.0K0.4%00.0%UnchangedHolders
Q2 20221,185$490.0K0.4%−196−14.2%ReducedHolders
Q1 20221,381$677.0K0.5%−213−13.4%ReducedHolders
Q4 20211,594$783.0K0.7%–No prior filingHolders