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Bright Futures Wealth Management, LLC. → MDY

Bright Futures Wealth Management, LLC. MDY Position History

State Street SPDR S&P MIDCAP 400 ETF Trust • Financial Services

Quarters held
10
Latest value
$217K
Q3 2026
Peak value
$3.5M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$464K
Q3 2025$3.4M
Q4 2025$467K
Q4 2025$3.5M
Q1 2026$472K
Q1 2026$245K
Q2 2026$582K
Q2 2026$453K
Q3 2026$579K
Q3 2026$217K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$217K3.1K——
Q3 2026$579K8.1K——
Q2 2026$453K6.0K——
Q2 2026$582K7.8K——
Q1 2026$245K3.8K——
Q1 2026$472K7.1K——
Q4 2025$3.5M54.0K——
Q4 2025$467K7.1K——
Q3 2025$3.4M53.1K——
Q3 2025$464K6.9K——

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