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MDYMDY
28 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in STATE STREET SPDR S&P MIDCAP 400 ETF TRUST CL USD INC

EP Wealth Advisors, LLC holds 119,454 shares of MDY (STATE STREET SPDR S&P MIDCAP 400 ETF TRUST CL USD INC), worth $84M as of 2026-Q2. The position was increased (+6.9% shares). MDY represents 0.3% of EP Wealth Advisors, LLC's portfolio.

Current Value

$84M

Current Shares

119,454

Total Value Change

+$83.7M

Total Shares Change

+118,437

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
119,454
+6.9%
$84M0.3%$703.34
38
2026-Q1
Increased
111,747
+234.5%
$68.9M0.3%$615.23
57
2025-Q4
Increased
33,406
+12.8%
$20.2M0.1%$600.30
38
2025-Q2
Decreased
29,627
-5.4%
$16.8M0.1%$560.16
0
2025-Q1
Increased
31,311
+1.7%
$16.7M0.1%$525.81
34
2024-Q4
Decreased
30,798
-7.4%
$17.5M0.1%$560.04
0
2024-Q3
Increased
33,254
+10.0%
$18.9M0.2%$558.06
37
2024-Q2
Increased
30,236
+6.7%
$16.2M0.2%$525.27
36
2024-Q1
Increased
28,349
+1.0%
$15.8M0.2%$544.16
34
2023-Q4
Decreased
28,062
-7.0%
$14.2M0.2%$495.28
0
2023-Q3
Increased
30,158
+344.1%
$13.8M0.2%$444.09
54
2023-Q2
Decreased
6,791
-58.0%
$10M0.1%$461.93
0
2023-Q1
Increased
16,177
+82.1%
$1.3M0.0%$440.75
39
2022-Q4
New
8,885
-
$3.9M0.1%$426.69
37
2022-Q3
Exited
0
-100.0%
$00.0%$383.71
0
2022-Q2
Decreased
3,977
-0.8%
$1.6M0.0%$393.37
0
2022-Q1
Decreased
4,011
-1.5%
$2M0.0%$464.96
0
2021-Q4
Increased
4,072
+4.0%
$2.1M0.0%$489.63
27
2021-Q3
Increased
3,916
+4.7%
$1.9M0.1%$453.46
27
2021-Q2
Decreased
3,739
-0.7%
$1.8M0.1%$461.78
0
2021-Q1
Increased
3,765
+47.6%
$1.8M0.1%$447.71
35
2020-Q4
Increased
2,550
+1.6%
$1.1M0.0%$394.21
25
2020-Q3
Decreased
2,510
-36.1%
$850,0000.0%$316.99
0
2020-Q2
Decreased
3,930
-3.0%
$1.3M0.1%$302.66
0
2020-Q1
Increased
4,050
+252.8%
$1.1M0.1%$244.36
41
2019-Q4
Increased
1,148
+12.9%
$431,0000.0%$348.69
27
2019-Q3
Unchanged
1,017
0.0%
$358,0000.0%$324.10
0
2019-Q2
New
1,017
-
$361,0000.0%$327.16
33

Other major holders of MDY: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

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