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Sowell Financial Services LLC → MDY
Sowell Financial Services LLC MDY Position History
State Street SPDR S&P MIDCAP 400 ETF Trust • Financial Services
Quarters held
25
Latest value
$3.7M
Q3 2026
Peak value
$4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $371K |
| Q4 2025 | $208K |
| Q4 2025 | $611K |
| Q4 2025 | $2M |
| Q4 2025 | $3.2M |
| Q1 2026 | $368K |
| Q1 2026 | $250K |
| Q1 2026 | $683K |
| Q1 2026 | $385K |
| Q1 2026 | $3.5M |
| Q2 2026 | $328K |
| Q2 2026 | $286K |
| Q2 2026 | $779K |
| Q2 2026 | $2.8M |
| Q2 2026 | $4M |
| Q3 2026 | $598K |
| Q3 2026 | $299K |
| Q3 2026 | $2.6M |
| Q3 2026 | $1.3M |
| Q3 2026 | $1.6M |
| Q3 2026 | $786K |
| Q3 2026 | $829K |
| Q3 2026 | $414K |
| Q3 2026 | $3.7M |
| Q3 2026 | $3.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.7M | 5.6K | — | — |
| Q3 2026 | $3.7M | 5.6K | — | — |
| Q3 2026 | $414K | 6.0K | — | — |
| Q3 2026 | $829K | 11.9K | — | — |
| Q3 2026 | $786K | 3.4K | — | — |
| Q3 2026 | $1.6M | 6.8K | — | — |
| Q3 2026 | $1.3M | 28.6K | — | — |
| Q3 2026 | $2.6M | 57.2K | — | — |
| Q3 2026 | $299K | 4.2K | — | — |
| Q3 2026 | $598K | 8.4K | — | — |
| Q2 2026 | $4M | 5.6K | — | — |
| Q2 2026 | $2.8M | 37.9K | — | — |
| Q2 2026 | $779K | 2.7K | — | — |
| Q2 2026 | $286K | 6.5K | — | — |
| Q2 2026 | $328K | 4.4K | — | — |
| Q1 2026 | $3.5M | 5.7K | — | — |
| Q1 2026 | $385K | 5.9K | — | — |
| Q1 2026 | $683K | 2.7K | — | — |
| Q1 2026 | $250K | 5.9K | — | — |
| Q1 2026 | $368K | 5.6K | — | — |
| Q4 2025 | $3.2M | 5.3K | — | — |
| Q4 2025 | $2M | 30.5K | — | — |
| Q4 2025 | $611K | 2.5K | — | — |
| Q4 2025 | $208K | 5.1K | — | — |
| Q4 2025 | $371K | 5.6K | — | — |
Other funds holding MDY
$988.2M
$912.8M
$911.5M
$832.8M
$825.7M