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Essential Planning, LLC.

SEC CIK
0001949824
Latest filing
Aug 3, 2026

MDY holding history

SPDR S&P Midcap 400 ETF Trust in every 13F filed by Essential Planning, 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 (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q4 2024
Holdings of MDY by Essential Planning, LLC., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−15,261−100.0%Sold outHolders
Q4 202415,261$8.93M0.1%+15,261NewHolders