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Livet Wealth, LLC

SEC CIK
0002111409
Latest filing
Jul 28, 2026

MDY holding history

SPDR S&P Midcap 400 ETF Trust in every 13F filed by Livet 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)
972
Value
$683.5K
% of portfolio
0.4%
Quarters held
3
Since Q4 2025
Holdings of MDY by Livet Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026972$683.5K0.4%−169−14.8%ReducedHolders
Q1 20261,141$703.9K0.4%−9−0.8%ReducedHolders
Q4 20251,150$693.8K0.4%–No prior filingHolders