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Klingman & Associates, LLC → MDY
Klingman & Associates, LLC MDY Position History
State Street SPDR S&P MIDCAP 400 ETF Trust • Financial Services
Quarters held
5
Latest value
$27.1M
Q3 2026
Peak value
$29.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $25M |
| Q4 2025 | $25.2M |
| Q1 2026 | $25.7M |
| Q2 2026 | $29.2M |
| Q3 2026 | $27.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $27.1M | 41.2K | — | — |
| Q2 2026 | $29.2M | 41.5K | — | — |
| Q1 2026 | $25.7M | 41.7K | — | — |
| Q4 2025 | $25.2M | 41.8K | — | — |
| Q3 2025 | $25M | 41.9K | — | — |
Other funds holding MDY
$988.2M
$912.8M
$911.5M
$832.8M
$825.7M