Latigo Investments’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Latigo Investments’s Portfolio MDY Stock Details MDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.71M	Hold	10,962	–	–	3.44%	11
2026 Q1	$6.76M	Hold	10,962	–	–	3.37%	13
2025 Q4	$6.61M	Hold	10,962	–	–	3.25%	13
2025 Q3	$6.53M	Hold	10,962	–	–	3.29%	12
2025 Q2	$6.21M	Hold	10,962	–	–	3.2%	14
2025 Q1	$5.85M	Hold	10,962	–	–	3.12%	14
2024 Q4	$6.24M	Hold	10,962	–	–	3.18%	15
2024 Q3	$6.24M	Hold	10,962	–	–	3.05%	15
2024 Q2	$5.87M	Hold	10,962	–	–	3%	15
2024 Q1	$6.1M	Hold	10,962	–	–	3.13%	15
2023 Q4	$5.56M	Hold	10,962	–	–	3.07%	15
2023 Q3	$5.01M	Hold	10,962	–	–	3.05%	15
2023 Q2	$5.25M	Hold	10,962	–	–	3.22%	14
2023 Q1	$5.03M	Hold	10,962	–	–	3.61%	11
2022 Q4	$4.85M	Hold	10,962	–	–	3.7%	11
2022 Q3	$4.4M	Hold	10,962	–	–	3.71%	11
2022 Q2	$4.53M	Hold	10,962	–	–	3.76%	11
2022 Q1	$5.38M	Hold	10,962	–	–	3.74%	11
2021 Q4	$5.67M	Buy	+10,962	New	+$5.58M	3.79%	10

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Latigo Investments's MDY Position: Q2 2026 in Review

Latigo Investments held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 10,962 shares worth $7.71M. The position accounts for 3.44% of the portfolio, ranked #11.

Latigo Investments first reported a position in MDY in Q4 2021 and has held it in 19 quarters since. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Latigo Investments held 10,962 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $7.71M as of Q2 2026.
Latigo Investments left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 3.44% of Latigo Investments's portfolio in Q2 2026, its #11 holding.
Latigo Investments first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2021 and has held it in 19 quarters since.
1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Latigo Investments's 13F filing for Q2 2026, filed 7 Aug 2026.