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Finivi Inc. MDY Position History
State Street SPDR S&P MIDCAP 400 ETF Trust • Financial Services
Quarters held
12
Latest value
$2.1M
Q3 2026
Peak value
$3.6M
First seen
Q4 2023
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2023 | $1.4M |
| Q1 2024 | $1.3M |
| Q4 2024 | $286K |
| Q1 2025 | $343K |
| Q2 2025 | $428K |
| Q3 2025 | $471K |
| Q4 2025 | $694K |
| Q1 2026 | $1.9M |
| Q2 2026 | $3.5M |
| Q2 2026 | $2.2M |
| Q3 2026 | $3.6M |
| Q3 2026 | $2.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.1M | 3.2K | — | — |
| Q3 2026 | $3.6M | 27.2K | — | — |
| Q2 2026 | $2.2M | 3.1K | — | — |
| Q2 2026 | $3.5M | 26.8K | — | — |
| Q1 2026 | $1.9M | 3.1K | — | — |
| Q4 2025 | $694K | 1.2K | — | — |
| Q3 2025 | $471K | 791 | — | — |
| Q2 2025 | $428K | 755 | — | — |
| Q1 2025 | $343K | 643 | — | — |
| Q4 2024 | $286K | 502 | — | — |
| Q1 2024 | $1.3M | 25.1K | — | — |
| Q4 2023 | $1.4M | 25.9K | — | — |
Other funds holding MDY
$988.2M
$912.8M
$911.5M
$832.8M
$825.7M