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Waldron Private Wealth LLC → MDY
Waldron Private Wealth LLC MDY Position History
State Street SPDR S&P MIDCAP 400 ETF Trust • Financial Services
Quarters held
4
Latest value
$18.7M
Q3 2026
Peak value
$20.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $19.7M |
| Q1 2026 | $19.5M |
| Q2 2026 | $20.7M |
| Q3 2026 | $18.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $18.7M | 28.5K | — | — |
| Q2 2026 | $20.7M | 29.4K | — | — |
| Q1 2026 | $19.5M | 31.6K | — | — |
| Q4 2025 | $19.7M | 32.6K | — | — |
Other funds holding MDY
$988.2M
$912.8M
$911.5M
$832.8M
$825.7M