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

Tandem Wealth Advisors’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
Q1 		$25.1M Sell
40,661
-638
-2% -$404K 11.18% 2
2025
Q4 		$25.5M Buy
41,299
+10,504
+34% +$6.28M 11.42% 2
2025
Q3 		$18.4M Sell
30,795
-1,033
-3% -$606K 8.73% 2
2025
Q2 		$18M Buy
31,828
+2,577
+9% +$1.38M 8.92% 3
2025
Q1 		$15.6M Buy
29,251
+785
+3% +$446K 8.16% 2
2024
Q4 		$16.2M Sell
28,466
-4,339
-13% -$2.54M 8.27% 2
2024
Q3 		$18.7M Buy
32,805
+94
+0.3% +$51.8K 9.47% 2
2024
Q2 		$17.5M Buy
32,711
+328
+1% +$176K 9.38% 3
2024
Q1 		$17.8M Buy
32,383
+75
+0.2% +$38.9K 9.81% 3
2023
Q4 		$16.4M Sell
32,308
-745
-2% -$346K 9.45% 3
2023
Q3 		$15.1M Buy
33,053
+928
+3% +$445K 9.22% 3
2023
Q2 		$15.4M Buy
32,125
+294
+0.9% +$134K 9.3% 3
2023
Q1 		$14.6M Buy
31,831
+6,285
+25% +$2.93M 9.08% 3
2022
Q4 		$11.3M Buy
+25,546
New +$11.3M 7.19% 5

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Tandem Wealth Advisors's MDY Position: Q1 2026 in Review

Tandem Wealth Advisors reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.5% in Q1 2026, selling an estimated $404K and leaving 40,661 shares worth $25.1M. The position accounts for 11.18% of the portfolio, ranked #2.

Tandem Wealth Advisors first reported a position in MDY in Q4 2022 and has held it in 14 quarters since. The position peaked at $25.5M in Q4 2025. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • Tandem Wealth Advisors held 40,661 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $25.1M as of Q1 2026.
  • Tandem Wealth Advisors sold 638 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $404K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 11.18% of Tandem Wealth Advisors's portfolio in Q1 2026, its #2 holding.
  • Tandem Wealth Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2022 and has held it in 14 quarters since.
  • Tandem Wealth Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $25.5M in Q4 2025.
  • 1,447 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Tandem Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.