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Kestra Advisory Services, LLC → MDY
Kestra Advisory Services, LLC MDY Position History
State Street SPDR S&P MIDCAP 400 ETF Trust • Financial Services
Quarters held
49
Latest value
$24.7M
Q3 2026
Peak value
$24.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $233K |
| Q3 2025 | $315K |
| Q3 2025 | $502K |
| Q3 2025 | $544K |
| Q3 2025 | $5.3M |
| Q3 2025 | $1.4M |
| Q3 2025 | $1M |
| Q3 2025 | $20.8M |
| Q4 2025 | $351K |
| Q4 2025 | $155K |
| Q4 2025 | $358K |
| Q4 2025 | $209K |
| Q4 2025 | $78K |
| Q4 2025 | $571K |
| Q4 2025 | $515K |
| Q4 2025 | $5.5M |
| Q4 2025 | $1.6M |
| Q4 2025 | $1.1M |
| Q4 2025 | $15.8M |
| Q4 2025 | $113K |
| Q1 2026 | $763K |
| Q1 2026 | $762K |
| Q1 2026 | $384K |
| Q1 2026 | $498K |
| Q1 2026 | $403K |
| Q1 2026 | $7.7M |
| Q1 2026 | $1.4M |
| Q1 2026 | $975K |
| Q1 2026 | $23M |
| Q2 2026 | $910K |
| Q2 2026 | $622K |
| Q2 2026 | $561K |
| Q2 2026 | $235K |
| Q2 2026 | $554K |
| Q2 2026 | $733K |
| Q2 2026 | $8.8M |
| Q2 2026 | $1M |
| Q2 2026 | $1.1M |
| Q2 2026 | $24.6M |
| Q3 2026 | $1.2M |
| Q3 2026 | $655K |
| Q3 2026 | $427K |
| Q3 2026 | $733K |
| Q3 2026 | $531K |
| Q3 2026 | $864K |
| Q3 2026 | $8.7M |
| Q3 2026 | $2M |
| Q3 2026 | $501K |
| Q3 2026 | $24.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $24.7M | 37.6K | — | — |
| Q3 2026 | $501K | 8.6K | — | — |
| Q3 2026 | $2M | 28.8K | — | — |
| Q3 2026 | $8.7M | 37.6K | — | — |
| Q3 2026 | $864K | 4.4K | — | — |
| Q3 2026 | $531K | 5.8K | — | — |
| Q3 2026 | $733K | 5.5K | — | — |
| Q3 2026 | $427K | 4.4K | — | — |
| Q3 2026 | $655K | 14.4K | — | — |
| Q3 2026 | $1.2M | 29.3K | — | — |
| Q2 2026 | $24.6M | 35.0K | — | — |
| Q2 2026 | $1.1M | 17.5K | — | — |
| Q2 2026 | $1M | 13.7K | — | — |
| Q2 2026 | $8.8M | 31.0K | — | — |
| Q2 2026 | $733K | 4.3K | — | — |
| Q2 2026 | $554K | 6.6K | — | — |
| Q2 2026 | $235K | 1.8K | — | — |
| Q2 2026 | $561K | 4.9K | — | — |
| Q2 2026 | $622K | 14.2K | — | — |
| Q2 2026 | $910K | 22.2K | — | — |
| Q1 2026 | $23M | 37.3K | — | — |
| Q1 2026 | $975K | 17.7K | — | — |
| Q1 2026 | $1.4M | 21.8K | — | — |
| Q1 2026 | $7.7M | 30.2K | — | — |
| Q1 2026 | $403K | 2.8K | — | — |
| Q1 2026 | $498K | 6.4K | — | — |
| Q1 2026 | $384K | 4.1K | — | — |
| Q1 2026 | $762K | 18.0K | — | — |
| Q1 2026 | $763K | 19.3K | — | — |
| Q4 2025 | $113K | 1.3K | — | — |
| Q4 2025 | $15.8M | 26.1K | — | — |
| Q4 2025 | $1.1M | 17.6K | — | — |
| Q4 2025 | $1.6M | 24.9K | — | — |
| Q4 2025 | $5.5M | 22.8K | — | — |
| Q4 2025 | $515K | 2.8K | — | — |
| Q4 2025 | $571K | 6.5K | — | — |
| Q4 2025 | $78K | 727 | — | — |
| Q4 2025 | $209K | 2.3K | — | — |
| Q4 2025 | $358K | 8.8K | — | — |
| Q4 2025 | $155K | 2.4K | — | — |
| Q4 2025 | $351K | 9.0K | — | — |
| Q3 2025 | $20.8M | 34.9K | — | — |
| Q3 2025 | $1M | 17.4K | — | — |
| Q3 2025 | $1.4M | 22.8K | — | — |
| Q3 2025 | $5.3M | 22.4K | — | — |
| Q3 2025 | $544K | 2.8K | — | — |
| Q3 2025 | $502K | 6.4K | — | — |
| Q3 2025 | $315K | 7.8K | — | — |
| Q3 2025 | $233K | 6.0K | — | — |
Other funds holding MDY
$988.2M
$912.8M
$911.5M
$832.8M
$825.7M