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Comprehensive Wealth Management, LLC → MDY
Comprehensive Wealth Management, LLC MDY Position History
State Street SPDR S&P MIDCAP 400 ETF Trust • Financial Services
Quarters held
5
Latest value
$28.5M
Q3 2026
Peak value
$28.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $6.7M |
| Q4 2025 | $13.4M |
| Q1 2026 | $25.2M |
| Q2 2026 | $28.3M |
| Q3 2026 | $28.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $28.5M | 710.6K | — | — |
| Q2 2026 | $28.3M | 690.6K | — | — |
| Q1 2026 | $25.2M | 638.4K | — | — |
| Q4 2025 | $13.4M | 342.5K | — | — |
| Q3 2025 | $6.7M | 172.2K | — | — |
Other funds holding MDY
$988.2M
$912.8M
$911.5M
$832.8M
$825.7M