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MONTAG A & ASSOCIATES INC → MDY
MONTAG A & ASSOCIATES INC MDY Position History
State Street SPDR S&P MIDCAP 400 ETF Trust • Financial Services
Quarters held
16
Latest value
$65.8M
Q3 2026
Peak value
$71.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $504 |
| Q3 2025 | $6.5M |
| Q3 2025 | $62.9M |
| Q4 2025 | $549 |
| Q4 2025 | $2.1M |
| Q4 2025 | $62.6M |
| Q1 2026 | $558 |
| Q1 2026 | $2.1M |
| Q1 2026 | $64.4M |
| Q2 2026 | $123K |
| Q2 2026 | $2.4M |
| Q2 2026 | $71.7M |
| Q3 2026 | $120K |
| Q3 2026 | $8K |
| Q3 2026 | $5.6M |
| Q3 2026 | $65.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $65.8M | 99.9K | — | — |
| Q3 2026 | $5.6M | 80.3K | — | — |
| Q3 2026 | $8K | 34 | — | — |
| Q3 2026 | $120K | 1.2K | — | — |
| Q2 2026 | $71.7M | 101.7K | — | — |
| Q2 2026 | $2.4M | 31.6K | — | — |
| Q2 2026 | $123K | 1.1K | — | — |
| Q1 2026 | $64.4M | 104.1K | — | — |
| Q1 2026 | $2.1M | 31.6K | — | — |
| Q1 2026 | $558 | 6 | — | — |
| Q4 2025 | $62.6M | 103.5K | — | — |
| Q4 2025 | $2.1M | 32.6K | — | — |
| Q4 2025 | $549 | 6 | — | — |
| Q3 2025 | $62.9M | 105.2K | — | — |
| Q3 2025 | $6.5M | 102.7K | — | — |
| Q3 2025 | $504 | 6 | — | — |
Other funds holding MDY
$988.2M
$912.8M
$911.5M
$832.8M
$825.7M