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Marin Bay Wealth Advisors, LLC → MDY
Marin Bay Wealth Advisors, LLC MDY Position History
State Street SPDR S&P MIDCAP 400 ETF Trust • Financial Services
Quarters held
9
Latest value
$2.3M
Q3 2026
Peak value
$2.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.1M |
| Q1 2026 | $471K |
| Q1 2026 | $2.2M |
| Q2 2026 | $527K |
| Q2 2026 | $527K |
| Q2 2026 | $2.5M |
| Q2 2026 | $2.5M |
| Q3 2026 | $397K |
| Q3 2026 | $2.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.3M | 3.5K | — | — |
| Q3 2026 | $397K | 1.7K | — | — |
| Q2 2026 | $2.5M | 3.5K | — | — |
| Q2 2026 | $2.5M | 3.5K | — | — |
| Q2 2026 | $527K | 1.9K | — | — |
| Q2 2026 | $527K | 1.9K | — | — |
| Q1 2026 | $2.2M | 3.5K | — | — |
| Q1 2026 | $471K | 1.9K | — | — |
| Q4 2025 | $2.1M | 3.5K | — | — |
Other funds holding MDY
$988.2M
$912.8M
$911.5M
$832.8M
$825.7M