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Livermore
Livermore
ZHEN

Turtle Creek Wealth Advisors, LLC

SEC CIK
0002007171
Latest filing
Jul 27, 2026

MDY holding history

SPDR S&P Midcap 400 ETF Trust in every 13F filed by Turtle Creek Wealth Advisors, 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)
1,064
Value
$748.4K
% of portfolio
<0.1%
Quarters held
9
Since Q4 2023
Holdings of MDY by Turtle Creek Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,064$748.4K<0.1%00.0%UnchangedHolders
Q1 20261,064$656.2K<0.1%00.0%UnchangedHolders
Q4 20251,064$641.9K0.1%00.0%UnchangedHolders
Q3 20251,064$634.2K0.1%00.0%UnchangedHolders
Q2 20251,064$602.7K0.1%+1,064NewHolders
Q4 20240$00.0%−1,386−100.0%Sold outHolders
Q3 20241,386$789.5K0.2%00.0%UnchangedHolders
Q2 20241,386$741.6K0.2%00.0%UnchangedHolders
Q1 20241,386$771.2K0.2%00.0%UnchangedHolders
Q4 20231,386$703.2K0.2%–No prior filingHolders