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Lionsbridge Wealth Management LLC → MDY
Lionsbridge Wealth Management LLC MDY Position History
State Street SPDR S&P MIDCAP 400 ETF Trust • Financial Services
Quarters held
4
Latest value
$2.2M
Q3 2026
Peak value
$2.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.7M |
| Q1 2026 | $2.4M |
| Q2 2026 | $2.6M |
| Q3 2026 | $2.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.2M | 3.3K | — | — |
| Q2 2026 | $2.6M | 3.6K | — | — |
| Q1 2026 | $2.4M | 3.8K | — | — |
| Q4 2025 | $2.7M | 4.5K | — | — |
Other funds holding MDY
$988.2M
$912.8M
$911.5M
$832.8M
$825.7M
Other Lionsbridge Wealth Management LLC positions
STT-PG
$13MSPDR SER TR LEHMAN 1-3 MONTH T-BILL ETF
JPM-PM
$6.6MJPMORGAN INCOME ETF
JPM-PM
$6.5MJ P MORGAN EXCHANGE TRADED F
STT-PG
$6.4MSPDR SER TR LEHMAN 1-3 MONTH T-BILL ETF
JPM-PM
$6.3MJPMORGAN INCOME ETF
STT-PG
$6.2MSPDR SER TR LEHMAN 1-3 MONTH T-BILL ETF
PWR
$6.2MQUANTA SVCS INC COM
JPM-PM
$5.9MJPMORGAN INCOME ETF