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Genesis Private Wealth, LLC

SEC CIK
0001965529
Latest filing
Jul 13, 2026

MDY holding history

SPDR S&P Midcap 400 ETF Trust in every 13F filed by Genesis Private Wealth, 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)
454
Value
$319.3K
% of portfolio
0.1%
Quarters held
2
Since Q4 2025
Holdings of MDY by Genesis Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026454$319.3K0.1%+454NewHolders
Q1 20260$00.0%−672−100.0%Sold outHolders
Q4 2025672$405.4K0.1%+672NewHolders