WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in MDY — Spdr S&P Midcap 400 ETF Trust
CIK 1632972
PLYMOUTH, MN
Position in MDY
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$34,541,027
+$6,364,347 QoQ
Shares Held
49,110
+7.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#75
of 1,514 holders
Holding Since
Sep 2021
17 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in MDY Over Time
Shares Held
Position Value (USD)
All Filings in MDY
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,541,027 | 49,110 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $28,176,680 | 45,685 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $52,455,799 | 86,951 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $51,035,068 | 85,625 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $45,858,255 | 80,953 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $43,547,972 | 81,630 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $49,288,605 | 86,535 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $46,223,351 | 81,142 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $43,663,598 | 81,602 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $20,739,810 | 37,275 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $19,239,342 | 37,919 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $18,633,195 | 40,805 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $281,463 | 614 | Shares | Sole | 2023-04-25 | |
| 2022-06-30 | $2,865,485 | 6,930 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,987,303 | 4,052 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $4,884,828 | 9,436 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,847,060 | 3,841 | Shares | Sole | 2021-11-03 | |
| No filing history on record for this holder in this stock. | ||||||