Tanager Wealth Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Tanager Wealth Management’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	$695K	Hold	988	–	–	0.06%	78
2026 Q1	$609K	Hold	988	–	–	0.06%	74
2025 Q4	$596K	Hold	988	–	–	0.06%	69
2025 Q3	$589K	Hold	988	–	–	0.06%	71
2025 Q2	$560K	Hold	988	–	–	0.07%	72
2025 Q1	$528K	Hold	988	–	–	0.07%	63
2024 Q4	$565K	Hold	988	–	–	0.07%	61
2024 Q3	$564K	Hold	988	–	–	0.08%	60
2024 Q2	$531K	Hold	988	–	–	0.08%	55
2024 Q1	$551K	Hold	988	–	–	0.09%	52
2023 Q4	$503K	Hold	988	–	–	0.09%	50
2023 Q3	$453K	Hold	988	–	–	0.09%	51
2023 Q2	$475K	Buy	+988	New	+$450K	0.1%	54

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

Tanager Wealth Management's MDY Position: Q2 2026 in Review

Tanager Wealth Management held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 988 shares worth $695K. The position accounts for 0.06% of the portfolio, ranked #78.

Tanager Wealth Management first reported a position in MDY in Q2 2023 and has held it in 13 quarters since. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Tanager Wealth Management held 988 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $695K as of Q2 2026.
Tanager Wealth Management 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 0.06% of Tanager Wealth Management's portfolio in Q2 2026, its #78 holding.
Tanager Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2023 and has held it in 13 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 Tanager Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.