Question 1

How many shares of MDY does EP Wealth Advisors, LLC own?

Accepted Answer

As of 2026-Q1, EP Wealth Advisors, LLC holds 111,747 shares of MDY (State Street Spdr S&p Midcap 400 Etf Trust UTSER1 S&PDCRP).

Question 2

What is EP Wealth Advisors, LLC's MDY position worth?

Accepted Answer

As of 2026-Q1, EP Wealth Advisors, LLC's MDY position is worth $68.9M.

Question 3

Is EP Wealth Advisors, LLC buying or selling MDY?

Accepted Answer

In 2026-Q1, EP Wealth Advisors, LLC increased their MDY position (+234.5% change in shares).

Question 4

When did EP Wealth Advisors, LLC first buy MDY?

Accepted Answer

Based on available 13F filings, EP Wealth Advisors, LLC first reported a position in MDY in 2024-Q2. They have held the position across 13 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Increased	111,747	+234.5%	$68.9M	0.3%	$647.01	57
2025-Q4	Increased	33,406	+12.8%	$20.2M	0.1%	$609.45	38
2025-Q2	Decreased	29,627	-5.4%	$16.8M	0.1%	$562.97	0
2025-Q1	Increased	31,311	+1.7%	$16.7M	0.1%	$527.18	34
2024-Q4	Decreased	30,798	-7.4%	$17.5M	0.1%	$561.53	0
2024-Q3	Increased	33,254	+10.0%	$18.9M	0.2%	$560.36	37
2024-Q2	Increased	30,236	+6.7%	$16.2M	0.2%	$525.27	36

MDYShowing 7 of 13 quarters

MDY
Showing 7 of 13 quarters