Back to MDY
Montz Harcus Wealth Management LLC → MDY
Montz Harcus Wealth Management LLC MDY Position History
State Street SPDR S&P MIDCAP 400 ETF Trust • Financial Services
Quarters held
5
Latest value
$10M
Q3 2026
Peak value
$11.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $9.5M |
| Q4 2025 | $9.7M |
| Q1 2026 | $9.9M |
| Q2 2026 | $11.2M |
| Q3 2026 | $10M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $10M | 15.2K | — | — |
| Q2 2026 | $11.2M | 15.9K | — | — |
| Q1 2026 | $9.9M | 16.1K | — | — |
| Q4 2025 | $9.7M | 16.0K | — | — |
| Q3 2025 | $9.5M | 15.9K | — | — |
Other funds holding MDY
$988.2M
$912.8M
$911.5M
$832.8M
$825.7M