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WESPAC Advisors SoCal, LLC → MDY
WESPAC Advisors SoCal, LLC MDY Position History
State Street SPDR S&P MIDCAP 400 ETF Trust • Financial Services
Quarters held
5
Latest value
$11.9M
Q3 2026
Peak value
$14.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $11.8M |
| Q4 2025 | $12M |
| Q1 2026 | $12.5M |
| Q2 2026 | $14.3M |
| Q3 2026 | $11.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $11.9M | 51.5K | — | — |
| Q2 2026 | $14.3M | 50.4K | — | — |
| Q1 2026 | $12.5M | 49.4K | — | — |
| Q4 2025 | $12M | 49.9K | — | — |
| Q3 2025 | $11.8M | 50.2K | — | — |
Other funds holding MDY
$988.2M
$912.8M
$911.5M
$832.8M
$825.7M