Tanglewood Legacy Advisors’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Tanglewood Legacy Advisors’s Portfolio MDYG Stock Details MDYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.37K	Hold	39	–	–	﹤0.01%	261
2026 Q1	$3.74K	Hold	39	–	–	﹤0.01%	249
2025 Q4	$3.6K	Hold	39	–	–	﹤0.01%	246
2025 Q3	$3.57K	Hold	39	–	–	﹤0.01%	251
2025 Q2	$3.39K	Hold	39	–	–	﹤0.01%	265
2025 Q1	$3.1K	Hold	39	–	–	﹤0.01%	274
2024 Q4	$3.39K	Buy	+39	New	+$3.51K	﹤0.01%	272

Other funds holding MDYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

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

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return

FNT

First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return

Tanglewood Legacy Advisors's MDYG Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) position steady in Q2 2026 at 39 shares worth $4.37K. The position accounts for ﹤0.01% of the portfolio, ranked #261.

Tanglewood Legacy Advisors first reported a position in MDYG in Q4 2024 and has held it in 7 quarters since. 423 funds tracked by Wall St. Rank hold MDYG as of Q2 2026.

Tanglewood Legacy Advisors held 39 shares of State Street SPDR S&P 400 Mid Cap Growth ETF worth $4.37K as of Q2 2026.
Tanglewood Legacy Advisors left its State Street SPDR S&P 400 Mid Cap Growth ETF share count unchanged in Q2 2026.
State Street SPDR S&P 400 Mid Cap Growth ETF made up ﹤0.01% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #261 holding.
Tanglewood Legacy Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
423 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.