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STONEHAVEN WEALTH & TAX SOLUTIONS, LLC → MDY
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC MDY Position History
State Street SPDR S&P MIDCAP 400 ETF Trust • Financial Services
Quarters held
5
Latest value
$1.7M
Q3 2026
Peak value
$1.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.8M |
| Q4 2025 | $1.7M |
| Q1 2026 | $1.7M |
| Q2 2026 | $1.8M |
| Q3 2026 | $1.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.7M | 36.3K | — | — |
| Q2 2026 | $1.8M | 40.2K | — | — |
| Q1 2026 | $1.7M | 40.0K | — | — |
| Q4 2025 | $1.7M | 42.6K | — | — |
| Q3 2025 | $1.8M | 44.1K | — | — |
Other funds holding MDY
$988.2M
$912.8M
$911.5M
$832.8M
$825.7M