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Broadway Wealth Solutions, Inc.

SEC CIK
0002021265
Latest filing
Jul 13, 2026

MDY holding history

SPDR S&P Midcap 400 ETF Trust in every 13F filed by Broadway Wealth Solutions, Inc., 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)
427
Value
$300.3K
% of portfolio
0.1%
Quarters held
7
Since Q4 2024
Holdings of MDY by Broadway Wealth Solutions, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026427$300.3K0.1%00.0%UnchangedHolders
Q1 2026427$263.4K0.1%00.0%UnchangedHolders
Q4 2025427$257.6K0.1%00.0%UnchangedHolders
Q3 2025427$254.5K0.1%00.0%UnchangedHolders
Q2 2025427$241.9K0.2%00.0%UnchangedHolders
Q1 2025427$227.8K0.2%00.0%UnchangedHolders
Q4 2024427$243.2K0.2%–No prior filingHolders