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Midwest Financial Group LLC → MDY

Midwest Financial Group LLC MDY Position History

State Street SPDR S&P MIDCAP 400 ETF Trust • Financial Services

Quarters held
5
Latest value
$5M
Q3 2026
Peak value
$5.2M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$5.1M
Q4 2025$4.4M
Q1 2026$4.5M
Q2 2026$5.2M
Q3 2026$5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5M7.6K——
Q2 2026$5.2M7.5K——
Q1 2026$4.5M7.3K——
Q4 2025$4.4M7.3K——
Q3 2025$5.1M8.6K——

Other funds holding MDY

Other Midwest Financial Group LLC positions

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SCHW-PJ

SCHWAB STRATEGIC TR

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ETHA

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$14M
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ISHARES TR

$13.7M
ETHA

ISHARES TR

$13.3M