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Tandem Wealth Advisors LLC

Position in MDY — Spdr S&P Midcap 400 ETF Trust

CIK 1842557 PHOENIX, AZ

Position in MDY

as of Mar 31, 2026 · filed May 6, 2026
Position Value
$25,078,078
+$163,218 QoQ
Shares Held
40,661
-1.5% QoQ
Ownership
of shares outstanding
% of Portfolio
40.41%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Common Shares in MDY Over Time

Shares Held

Position Value (USD)

All Filings in MDY

Export CSV
14 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $25,078,078 40,661
2025-12-31 $24,914,860 41,299
2025-09-30 $18,354,743 30,795
2025-06-30 $18,029,925 31,828
2025-03-31 $15,604,823 29,251
2024-12-31 $16,213,664 28,466
2024-09-30 $18,687,696 32,805
2024-06-30 $17,503,001 32,711
2024-03-31 $18,017,901 32,383
2023-12-31 $16,392,433 32,308
2023-09-30 $15,093,321 33,053
2023-06-30 $15,384,983 32,125
2023-03-31 $14,591,648 31,831
2022-12-31 $11,311,513 25,546