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Creative Planning MDY Position History
State Street SPDR S&P MIDCAP 400 ETF Trust • Financial Services
Quarters held
58
Latest value
$437K
Q3 2026
Peak value
$168.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.6M |
| Q3 2025 | $11.9M |
| Q3 2025 | $1K |
| Q3 2025 | $433K |
| Q3 2025 | $126.7M |
| Q3 2025 | $5.4M |
| Q3 2025 | $23K |
| Q3 2025 | $294K |
| Q3 2025 | $168.3M |
| Q3 2025 | $14K |
| Q3 2025 | $2.2M |
| Q3 2025 | $2.7M |
| Q3 2025 | $251K |
| Q4 2025 | $308K |
| Q4 2025 | $119M |
| Q4 2025 | $11.6M |
| Q4 2025 | $420K |
| Q4 2025 | $5.4M |
| Q4 2025 | $1.2M |
| Q4 2025 | $164.6M |
| Q4 2025 | $269K |
| Q4 2025 | $2.3M |
| Q4 2025 | $2.5M |
| Q1 2026 | $2.3M |
| Q1 2026 | $151M |
| Q1 2026 | $271K |
| Q1 2026 | $1.3M |
| Q1 2026 | $11.6M |
| Q1 2026 | $2.4M |
| Q1 2026 | $114M |
| Q1 2026 | $311K |
| Q1 2026 | $9.7M |
| Q1 2026 | $319K |
| Q2 2026 | $2.7M |
| Q2 2026 | $163.5M |
| Q2 2026 | $424K |
| Q2 2026 | $55K |
| Q2 2026 | $1.3M |
| Q2 2026 | $20K |
| Q2 2026 | $11.3M |
| Q2 2026 | $2.6M |
| Q2 2026 | $123.8M |
| Q2 2026 | $207K |
| Q2 2026 | $504K |
| Q2 2026 | $7.1M |
| Q2 2026 | $386K |
| Q3 2026 | $2.4M |
| Q3 2026 | $153.3M |
| Q3 2026 | $331K |
| Q3 2026 | $51K |
| Q3 2026 | $1.3M |
| Q3 2026 | $20K |
| Q3 2026 | $11.3M |
| Q3 2026 | $2.5M |
| Q3 2026 | $113.6M |
| Q3 2026 | $427K |
| Q3 2026 | $5.5M |
| Q3 2026 | $437K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $437K | 2.2K | — | — |
| Q3 2026 | $5.5M | 23.7K | — | — |
| Q3 2026 | $427K | 10.6K | — | — |
| Q3 2026 | $113.6M | 1.60M | — | — |
| Q3 2026 | $2.5M | 35.1K | — | — |
| Q3 2026 | $11.3M | 249.0K | — | — |
| Q3 2026 | $20K | 449 | — | — |
| Q3 2026 | $1.3M | 18.3K | — | — |
| Q3 2026 | $51K | 739 | — | — |
| Q3 2026 | $331K | 4.0K | — | — |
| Q3 2026 | $153.3M | 233.5K | — | — |
| Q3 2026 | $2.4M | 3.7K | — | — |
| Q2 2026 | $386K | 2.2K | — | — |
| Q2 2026 | $7.1M | 25.0K | — | — |
| Q2 2026 | $504K | 12.3K | — | — |
| Q2 2026 | $207K | 1.8K | — | — |
| Q2 2026 | $123.8M | 1.67M | — | — |
| Q2 2026 | $2.6M | 35.3K | — | — |
| Q2 2026 | $11.3M | 258.6K | — | — |
| Q2 2026 | $20K | 449 | — | — |
| Q2 2026 | $1.3M | 17.6K | — | — |
| Q2 2026 | $55K | 739 | — | — |
| Q2 2026 | $424K | 3.8K | — | — |
| Q2 2026 | $163.5M | 232.4K | — | — |
| Q2 2026 | $2.7M | 3.8K | — | — |
| Q1 2026 | $319K | 2.2K | — | — |
| Q1 2026 | $9.7M | 38.0K | — | — |
| Q1 2026 | $311K | 7.9K | — | — |
| Q1 2026 | $114M | 1.72M | — | — |
| Q1 2026 | $2.4M | 36.0K | — | — |
| Q1 2026 | $11.6M | 274.4K | — | — |
| Q1 2026 | $1.3M | 20.0K | — | — |
| Q1 2026 | $271K | 3.0K | — | — |
| Q1 2026 | $151M | 244.9K | — | — |
| Q1 2026 | $2.3M | 3.8K | — | — |
| Q4 2025 | $2.5M | 37.4K | — | — |
| Q4 2025 | $2.3M | 3.8K | — | — |
| Q4 2025 | $269K | 3.0K | — | — |
| Q4 2025 | $164.6M | 272.8K | — | — |
| Q4 2025 | $1.2M | 18.4K | — | — |
| Q4 2025 | $5.4M | 22.3K | — | — |
| Q4 2025 | $420K | 2.2K | — | — |
| Q4 2025 | $11.6M | 284.3K | — | — |
| Q4 2025 | $119M | 1.81M | — | — |
| Q4 2025 | $308K | 7.9K | — | — |
| Q3 2025 | $251K | 3.0K | — | — |
| Q3 2025 | $2.7M | 39.5K | — | — |
| Q3 2025 | $2.2M | 3.7K | — | — |
| Q3 2025 | $14K | 225 | — | — |
| Q3 2025 | $168.3M | 282.4K | — | — |
| Q3 2025 | $294K | 7.6K | — | — |
| Q3 2025 | $23K | 560 | — | — |
| Q3 2025 | $5.4M | 23.0K | — | — |
| Q3 2025 | $126.7M | 1.88M | — | — |
| Q3 2025 | $433K | 2.2K | — | — |
| Q3 2025 | $1K | 400 | — | — |
| Q3 2025 | $11.9M | 295.1K | — | — |
| Q3 2025 | $1.6M | 25.7K | — | — |
Other funds holding MDY
$988.2M
$912.8M
$911.5M
$832.8M
$825.7M