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Summit Wealth Group LLC

SEC CIK
0002081278
Latest filing
Jul 28, 2026

MDY holding history

SPDR S&P Midcap 400 ETF Trust in every 13F filed by Summit Wealth Group 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 (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q3 2025
Holdings of MDY by Summit Wealth Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−8,346−100.0%Sold outHolders
Q3 20258,346$2.38M0.3%+8,346NewHolders