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Keudell/Morrison Wealth Management → MDY
Keudell/Morrison Wealth Management MDY Position History
State Street SPDR S&P MIDCAP 400 ETF Trust • Financial Services
Quarters held
7
Latest value
$453K
Q3 2026
Peak value
$13.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $397K |
| Q1 2026 | $8.3M |
| Q1 2026 | $421K |
| Q2 2026 | $12.4M |
| Q2 2026 | $487K |
| Q3 2026 | $13.1M |
| Q3 2026 | $453K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $453K | 690 | — | — |
| Q3 2026 | $13.1M | 326.8K | — | — |
| Q2 2026 | $487K | 692 | — | — |
| Q2 2026 | $12.4M | 303.2K | — | — |
| Q1 2026 | $421K | 682 | — | — |
| Q1 2026 | $8.3M | 211.2K | — | — |
| Q4 2025 | $397K | 658 | — | — |
Other funds holding MDY
$988.2M
$912.8M
$911.5M
$832.8M
$825.7M