Position history for EP Wealth Advisors, LLC's holdings in STATE STR SPDR S&P MIDCAP 40
EP Wealth Advisors, LLC holds 111,747 shares of MDY (STATE STR SPDR S&P MIDCAP 40), worth $68.9M as of 2026-Q1. The position was increased (+234.5% shares). MDY represents 0.3% of EP Wealth Advisors, LLC's portfolio.
Current Value
$68.9M
Current Shares
111,747
Total Value Change
+$52.7M
Total Shares Change
+81,511
Other major holders of MDY: BNP PARIBAS FINANCIAL MARKETS
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 |