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Ascent Wealth Partners, LLC → MDY
Ascent Wealth Partners, LLC MDY Position History
State Street SPDR S&P MIDCAP 400 ETF Trust • Financial Services
Quarters held
4
Latest value
$28.8M
Q3 2026
Peak value
$38.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $38.8M |
| Q1 2026 | $25.6M |
| Q2 2026 | $30.3M |
| Q3 2026 | $28.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $28.8M | 43.8K | — | — |
| Q2 2026 | $30.3M | 43.1K | — | — |
| Q1 2026 | $25.6M | 41.5K | — | — |
| Q4 2025 | $38.8M | 64.3K | — | — |
Other funds holding MDY
$988.2M
$912.8M
$911.5M
$832.8M
$825.7M