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ELEMENT POINTE ADVISORS, LLC → MDY

ELEMENT POINTE ADVISORS, LLC MDY Position History

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

Quarters held
8
Latest value
$3M
Q3 2026
Peak value
$28.4M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$2.7M
Q4 2025$2.7M
Q1 2026$20.8M
Q1 2026$2.8M
Q2 2026$27.5M
Q2 2026$3.2M
Q3 2026$28.4M
Q3 2026$3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3M4.5K——
Q3 2026$28.4M290.0K——
Q2 2026$3.2M4.5K——
Q2 2026$27.5M237.8K——
Q1 2026$2.8M4.5K——
Q1 2026$20.8M223.9K——
Q4 2025$2.7M4.5K——
Q3 2025$2.7M4.5K——

Other funds holding MDY

Other ELEMENT POINTE ADVISORS, LLC positions

ETHA

Ishares Tr

$250.3M
ETHA

Ishares Tr

$234.5M
ETHA

ISHARES TR

$202.3M
ETHA

ISHARES TR

$199.2M
ETHA

ISHARES TR

$173.5M
VGES

Vanguard Scottsdale Fds

$55.9M
SPY

State Str Spdr S&P 500 Etf T

$55.6M
SPY

State Str Spdr S&P 500 Etf T

$54M