Skip to main content
Livermore
Livermore
ZHEN

Peak Planning Group, LLC

SEC CIK
0002097384
Latest filing
Aug 12, 2026

MDY holding history

SPDR S&P Midcap 400 ETF Trust in every 13F filed by Peak Planning 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 (Q2 2026)
1,047
Value
$736.1K
% of portfolio
0.2%
Quarters held
20
Since Q1 2021
Holdings of MDY by Peak Planning Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,047$736.1K0.2%−50−4.6%ReducedHolders
Q1 20261,097$676.3K0.2%−110−9.1%ReducedHolders
Q4 20251,207$728.4K0.2%−31−2.5%ReducedHolders
Q3 20251,238$738.0K0.4%−20−1.6%ReducedHolders
Q2 20251,258$712.6K0.5%−33−2.6%ReducedHolders
Q1 20251,291$688.5K0.3%−49−3.7%ReducedHolders
Q4 20241,340$763.4K0.3%−127−8.7%ReducedHolders
Q3 20241,467$835.7K0.4%−570−28.0%ReducedHolders
Q2 20242,037$1.09M0.5%+394+24.0%AddedHolders
Q1 20241,643$914.1K0.6%−63−3.7%ReducedHolders
Q4 20231,706$865.8K0.6%−25−1.4%ReducedHolders
Q3 20231,731$790.5K0.6%+27+1.6%AddedHolders
Q2 20231,704$816.2K0.6%+213+14.3%AddedHolders
Q1 20231,491$683.5K0.6%+346+30.2%AddedHolders
Q4 20221,145$506.9K0.4%+351+44.2%AddedHolders
Q3 2022794$319.0K0.3%+42+5.6%AddedHolders
Q2 2022752$311.0K0.3%–No prior filingHolders
Q1 2022––––Not filedHolders
Q4 2021752$389.2K0.3%00.0%UnchangedHolders
Q3 2021752$361.5K0.3%–No prior filingHolders
Q2 2021––––Not filedHolders
Q1 2021841$400.5K0.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.