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ANDREWS, LUCIA WEALTH MANAGEMENT LLC → MDY
ANDREWS, LUCIA WEALTH MANAGEMENT LLC MDY Position History
State Street SPDR S&P MIDCAP 400 ETF Trust • Financial Services
Quarters held
4
Latest value
$909K
Q3 2026
Peak value
$973K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $834K |
| Q1 2026 | $853K |
| Q2 2026 | $973K |
| Q3 2026 | $909K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $909K | 1.4K | — | — |
| Q2 2026 | $973K | 1.4K | — | — |
| Q1 2026 | $853K | 1.4K | — | — |
| Q4 2025 | $834K | 1.4K | — | — |
Other funds holding MDY
$988.2M
$912.8M
$911.5M
$832.8M
$825.7M