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Carlton Hofferkamp & Jenks Wealth Management, LLC → MDY
Carlton Hofferkamp & Jenks Wealth Management, LLC MDY Position History
State Street SPDR S&P MIDCAP 400 ETF Trust • Financial Services
Quarters held
5
Latest value
$5.4M
Q3 2026
Peak value
$5.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.9M |
| Q4 2025 | $4.9M |
| Q1 2026 | $5.5M |
| Q2 2026 | $5.7M |
| Q3 2026 | $5.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.4M | 8.2K | — | — |
| Q2 2026 | $5.7M | 8.2K | — | — |
| Q1 2026 | $5.5M | 8.2K | — | — |
| Q4 2025 | $4.9M | 8.1K | — | — |
| Q3 2025 | $4.9M | 8.0K | — | — |
Other funds holding MDY
$988.2M
$912.8M
$911.5M
$832.8M
$825.7M