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Coordinated Financial Services, Inc.

SEC CIK
0002022906
Latest filing
May 16, 2025

MDY holding history

SPDR S&P Midcap 400 ETF Trust in every 13F filed by Coordinated Financial Services, 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 Q1 2025 holdings

Shares (Q1 2025)
545
Value
$290.5K
% of portfolio
0.2%
Quarters held
3
Since Q1 2024
Holdings of MDY by Coordinated Financial Services, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 2025545$290.5K0.2%–No prior filingHolders
Q3 2024––––Not filedHolders
Q2 2024590$315.5K0.3%00.0%UnchangedHolders
Q1 2024590$328.0K0.3%–No prior filingHolders