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Thrive Wealth Management, LLC → MDY

Thrive Wealth Management, LLC MDY Position History

State Street SPDR S&P MIDCAP 400 ETF Trust • Financial Services

Quarters held
4
Latest value
$11.2M
Q3 2026
Peak value
$12.7M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$11M
Q1 2026$11M
Q2 2026$12.7M
Q3 2026$11.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$11.2M17.0K——
Q2 2026$12.7M18.0K——
Q1 2026$11M17.8K——
Q4 2025$11M18.2K——

Other funds holding MDY

Other Thrive Wealth Management, LLC positions

SCHW-PJ

SCHWAB STRATEGIC TR

$195.8M
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$189.4M
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VANGUARD INDEX FDS

$184.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$183.8M
VGES

VANGUARD INDEX FDS

$169.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$160.6M
VGES

VANGUARD INDEX FDS

$158.9M
SCHW-PJ

SCHWAB STRATEGIC TR

$154.9M