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Rosenthal | Henry Capital Advisors, Inc. → MDY
Rosenthal | Henry Capital Advisors, Inc. MDY Position History
State Street SPDR S&P MIDCAP 400 ETF Trust • Financial Services
Quarters held
4
Latest value
$6.6M
Q3 2026
Peak value
$8.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $8.5M |
| Q1 2026 | $8.6M |
| Q2 2026 | $7.1M |
| Q3 2026 | $6.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.6M | 95.3K | — | — |
| Q2 2026 | $7.1M | 95.3K | — | — |
| Q1 2026 | $8.6M | 131.6K | — | — |
| Q4 2025 | $8.5M | 131.6K | — | — |
Other funds holding MDY
$988.2M
$912.8M
$911.5M
$832.8M
$825.7M