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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → MDY
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC MDY Position History
State Street SPDR S&P MIDCAP 400 ETF Trust • Financial Services
Quarters held
28
Latest value
$36.8M
Q3 2026
Peak value
$54.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.1M |
| Q3 2025 | $846K |
| Q3 2025 | $3M |
| Q3 2025 | $1.8M |
| Q3 2025 | $379K |
| Q3 2025 | $51M |
| Q4 2025 | $3.6M |
| Q4 2025 | $976K |
| Q4 2025 | $990K |
| Q4 2025 | $3.4M |
| Q4 2025 | $7M |
| Q4 2025 | $283K |
| Q4 2025 | $54.7M |
| Q1 2026 | $3.3M |
| Q1 2026 | $653K |
| Q1 2026 | $3.8M |
| Q1 2026 | $4.1M |
| Q1 2026 | $28.4M |
| Q2 2026 | $3.9M |
| Q2 2026 | $1.8M |
| Q2 2026 | $4.6M |
| Q2 2026 | $1.7M |
| Q2 2026 | $33.9M |
| Q3 2026 | $3.7M |
| Q3 2026 | $3M |
| Q3 2026 | $3.8M |
| Q3 2026 | $1.4M |
| Q3 2026 | $36.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $36.8M | 55.3K | — | — |
| Q3 2026 | $1.4M | 20.6K | — | — |
| Q3 2026 | $3.8M | 16.7K | — | — |
| Q3 2026 | $3M | 66.1K | — | — |
| Q3 2026 | $3.7M | 92.0K | — | — |
| Q2 2026 | $33.9M | 49.1K | — | — |
| Q2 2026 | $1.7M | 22.1K | — | — |
| Q2 2026 | $4.6M | 17.1K | — | — |
| Q2 2026 | $1.8M | 40.4K | — | — |
| Q2 2026 | $3.9M | 91.9K | — | — |
| Q1 2026 | $28.4M | 45.7K | — | — |
| Q1 2026 | $4.1M | 61.6K | — | — |
| Q1 2026 | $3.8M | 14.8K | — | — |
| Q1 2026 | $653K | 15.3K | — | — |
| Q1 2026 | $3.3M | 84.0K | — | — |
| Q4 2025 | $54.7M | 87.0K | — | — |
| Q4 2025 | $283K | 4.7K | — | — |
| Q4 2025 | $7M | 104.2K | — | — |
| Q4 2025 | $3.4M | 12.9K | — | — |
| Q4 2025 | $990K | 5.2K | — | — |
| Q4 2025 | $976K | 23.4K | — | — |
| Q4 2025 | $3.6M | 90.0K | — | — |
| Q3 2025 | $51M | 85.6K | — | — |
| Q3 2025 | $379K | 6.3K | — | — |
| Q3 2025 | $1.8M | 29.0K | — | — |
| Q3 2025 | $3M | 12.2K | — | — |
| Q3 2025 | $846K | 20.9K | — | — |
| Q3 2025 | $3.1M | 79.5K | — | — |
Other funds holding MDY
$988.2M
$912.8M
$911.5M
$832.8M
$825.7M