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

Tranquility Partners’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 Q3	$281K	Sell	428 -15	-3%	-$10.3K	0.1%	188
2026 Q2	$312K	Sell	443 -40	-8%	-$26.8K	0.11%	193
2026 Q1	$298K	Hold	483	–	–	0.11%	186
2025 Q4	$291K	Hold	483	–	–	0.11%	187
2025 Q3	$288K	Hold	483	–	–	0.1%	198
2025 Q2	$274K	Buy	483 +91	+23%	+$48.8K	0.1%	184
2025 Q1	$209K	Hold	392	–	–	0.08%	206
2024 Q4	$223K	Hold	392	–	–	0.08%	196
2024 Q3	$223K	Sell	392 -26	-6%	-$14.3K	0.08%	200
2024 Q2	$224K	Hold	418	–	–	0.09%	203
2024 Q1	$233K	Hold	418	–	–	0.09%	201
2023 Q4	$212K	Sell	418 -406	-49%	-$189K	0.09%	193
2023 Q3	$376K	Buy	824 +355	+76%	+$170K	0.16%	142
2023 Q2	$225K	Hold	469	–	–	0.1%	200
2023 Q1	$215K	Hold	469	–	–	0.1%	201
2022 Q4	$208K	Buy	+469	New	+$207K	0.11%	197
2022 Q2	–	Sell	-467	Closed	-$229K	–	223
2022 Q1	$229K	Hold	467	–	–	0.11%	196
2021 Q4	$242K	Hold	467	–	–	0.11%	188
2021 Q3	$225K	Buy	467 +20	+4%	+$9.8K	0.11%	198
2021 Q2	$219K	Buy	+447	New	+$220K	0.12%	184
2020 Q1	–	Sell	-538	Closed	-$202K	–	154
2019 Q4	$202K	Buy	+538	New	+$194K	0.18%	146

Other funds holding MDY

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $382M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

IFG Advisors St. Louis, Missouri $730M AUM 19.37% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

PCA

Peddock Capital Advisors Braintree, Massachusetts $514M AUM 22.76% 1-Year Est. Return

JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

CBT

Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return

Tranquility Partners's MDY Position: Q3 2026 in Review

Tranquility Partners reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 3.4% in Q3 2026, selling an estimated $10.3K and leaving 428 shares worth $281K. The position accounts for 0.1% of the portfolio, ranked #188.

Tranquility Partners first reported a position in MDY in Q4 2019 and has held it in 21 quarters since. The position peaked at $376K in Q3 2023. 317 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

Tranquility Partners held 428 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $281K as of Q3 2026.
Tranquility Partners sold 15 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2026, an estimated $10.3K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.1% of Tranquility Partners's portfolio in Q3 2026, its #188 holding.
Tranquility Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2019 and has held it in 21 quarters since.
Tranquility Partners's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $376K in Q3 2023.
317 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on Tranquility Partners's 13F filing for Q3 2026, filed 20 Oct 2026.