Tarbox Family Office’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Tarbox Family Office’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	$322K	Hold	522	–	–	0.05%	82
2025 Q4	$315K	Hold	522	–	–	0.05%	88
2025 Q3	$311K	Hold	522	–	–	0.05%	100
2025 Q2	$296K	Hold	522	–	–	0.04%	98
2025 Q1	$278K	Hold	522	–	–	0.05%	99
2024 Q4	$297K	Hold	522	–	–	0.05%	93
2024 Q3	$297K	Hold	522	–	–	0.05%	90
2024 Q2	$279K	Hold	522	–	–	0.05%	91
2024 Q1	$290K	Hold	522	–	–	0.05%	85
2023 Q4	$265K	Hold	522	–	–	0.05%	85
2023 Q3	$238K	Hold	522	–	–	0.05%	89
2023 Q2	$250K	Hold	522	–	–	0.05%	92
2023 Q1	$239K	Hold	522	–	–	0.05%	90
2022 Q4	$231K	Hold	522	–	–	0.05%	89
2022 Q3	$216K	Hold	522	–	–	0.05%	82
2022 Q2	$216K	Hold	522	–	–	0.05%	99
2022 Q1	$256K	Sell	522 -15	-3%	-$7.3K	0.05%	84
2021 Q4	$278K	Hold	537	–	–	0.05%	112
2021 Q3	$258K	Hold	537	–	–	0.05%	120
2021 Q2	$264K	Hold	537	–	–	0.05%	124
2021 Q1	$256K	Sell	537 -100	-16%	-$45.6K	0.05%	112
2020 Q4	$267K	Hold	637	–	–	0.06%	106
2020 Q3	$216K	Hold	637	–	–	0.05%	109
2020 Q2	$207K	Hold	637	–	–	0.05%	112
2020 Q1	$167K	Buy	637 +15	+2%	+$5.09K	0.05%	114
2019 Q4	$233K	Hold	622	–	–	0.06%	104
2019 Q3	$219K	Hold	622	–	–	0.07%	82
2019 Q2	$221K	Hold	622	–	–	0.07%	82
2019 Q1	$215K	Hold	622	–	–	0.08%	87
2018 Q4	$188K	Hold	622	–	–	0.08%	89
2018 Q3	$229K	Hold	622	–	–	0.08%	85
2018 Q2	$221K	Hold	622	–	–	0.09%	75
2018 Q1	$213K	Hold	622	–	–	0.08%	84
2017 Q4	$215K	Hold	622	–	–	0.09%	80
2017 Q3	$203K	Hold	622	–	–	0.09%	77
2017 Q2	$198K	Hold	622	–	–	0.1%	76
2017 Q1	$194K	Hold	622	–	–	0.1%	64
2016 Q4	$188K	Hold	622	–	–	0.11%	54
2016 Q3	$176K	Hold	622	–	–	0.11%	58
2016 Q2	$169K	Hold	622	–	–	0.12%	58
2016 Q1	$163K	Buy	+622	New	+$151K	0.12%	61

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Tarbox Family Office's MDY Position: Q1 2026 in Review

Tarbox Family Office held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 522 shares worth $322K. The position accounts for 0.05% of the portfolio, ranked #82.

Tarbox Family Office first reported a position in MDY in Q1 2016 and has held it in 41 quarters since. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Tarbox Family Office held 522 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $322K as of Q1 2026.
Tarbox Family Office left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.05% of Tarbox Family Office's portfolio in Q1 2026, its #82 holding.
Tarbox Family Office first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2016 and has held it in 41 quarters since.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Tarbox Family Office's 13F filing for Q1 2026, filed 24 Apr 2026.