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marrick wealth, LLC

SEC CIK
0002109850
Latest filing
Jul 14, 2026

MDY holding history

SPDR S&P Midcap 400 ETF Trust in every 13F filed by marrick wealth, 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)
715
Value
$502.9K
% of portfolio
0.4%
Quarters held
3
Since Q4 2025
Holdings of MDY by marrick wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026715$502.9K0.4%+227+46.5%AddedHolders
Q1 2026488$301.0K0.3%00.0%UnchangedHolders
Q4 2025488$294.4K0.2%–No prior filingHolders