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Atlantic Edge Private Wealth Management, LLC → MDY
Atlantic Edge Private Wealth Management, LLC MDY Position History
State Street SPDR S&P MIDCAP 400 ETF Trust • Financial Services
Quarters held
9
Latest value
$14.8M
Q3 2026
Peak value
$15.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $13.7M |
| Q4 2025 | $2K |
| Q4 2025 | $13.6M |
| Q1 2026 | $2K |
| Q1 2026 | $13.8M |
| Q2 2026 | $2K |
| Q2 2026 | $15.9M |
| Q3 2026 | $2K |
| Q3 2026 | $14.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $14.8M | 22.5K | — | — |
| Q3 2026 | $2K | 25 | — | — |
| Q2 2026 | $15.9M | 22.6K | — | — |
| Q2 2026 | $2K | 25 | — | — |
| Q1 2026 | $13.8M | 22.4K | — | — |
| Q1 2026 | $2K | 25 | — | — |
| Q4 2025 | $13.6M | 22.5K | — | — |
| Q4 2025 | $2K | 25 | — | — |
| Q3 2025 | $13.7M | 22.9K | — | — |
Other funds holding MDY
$988.2M
$912.8M
$911.5M
$832.8M
$825.7M