Back to MDY
KESTRA PRIVATE WEALTH SERVICES, LLC → MDY
KESTRA PRIVATE WEALTH SERVICES, LLC MDY Position History
State Street SPDR S&P MIDCAP 400 ETF Trust • Financial Services
Quarters held
24
Latest value
$4.5M
Q3 2026
Peak value
$8.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $6.6M |
| Q3 2025 | $262K |
| Q3 2025 | $3.2M |
| Q3 2025 | $614K |
| Q3 2025 | $2.8M |
| Q4 2025 | $7M |
| Q4 2025 | $290K |
| Q4 2025 | $3.1M |
| Q4 2025 | $662K |
| Q4 2025 | $3.2M |
| Q1 2026 | $7.4M |
| Q1 2026 | $272K |
| Q1 2026 | $3.3M |
| Q1 2026 | $207K |
| Q1 2026 | $612K |
| Q1 2026 | $3.6M |
| Q2 2026 | $8.1M |
| Q2 2026 | $349K |
| Q2 2026 | $3.7M |
| Q2 2026 | $4.2M |
| Q3 2026 | $8M |
| Q3 2026 | $332K |
| Q3 2026 | $3M |
| Q3 2026 | $4.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.5M | 6.9K | — | — |
| Q3 2026 | $3M | 13.1K | — | — |
| Q3 2026 | $332K | 2.5K | — | — |
| Q3 2026 | $8M | 199.5K | — | — |
| Q2 2026 | $4.2M | 5.9K | — | — |
| Q2 2026 | $3.7M | 13.0K | — | — |
| Q2 2026 | $349K | 2.6K | — | — |
| Q2 2026 | $8.1M | 197.8K | — | — |
| Q1 2026 | $3.6M | 5.9K | — | — |
| Q1 2026 | $612K | 11.1K | — | — |
| Q1 2026 | $207K | 3.2K | — | — |
| Q1 2026 | $3.3M | 12.9K | — | — |
| Q1 2026 | $272K | 2.7K | — | — |
| Q1 2026 | $7.4M | 187.8K | — | — |
| Q4 2025 | $3.2M | 5.3K | — | — |
| Q4 2025 | $662K | 11.0K | — | — |
| Q4 2025 | $3.1M | 13.0K | — | — |
| Q4 2025 | $290K | 2.7K | — | — |
| Q4 2025 | $7M | 178.1K | — | — |
| Q3 2025 | $2.8M | 4.7K | — | — |
| Q3 2025 | $614K | 10.4K | — | — |
| Q3 2025 | $3.2M | 13.7K | — | — |
| Q3 2025 | $262K | 2.6K | — | — |
| Q3 2025 | $6.6M | 168.8K | — | — |
Other funds holding MDY
$988.2M
$912.8M
$911.5M
$832.8M
$825.7M