BEACON HILL WEALTH MANAGEMENT LTD.’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

BEACON HILL WEALTH MANAGEMENT LTD.’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 Q2	$211K	Buy	+300	New	+$201K	0.15%	26

Other funds holding MDY

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

BEACON HILL WEALTH MANAGEMENT LTD.'s MDY Position: Q2 2026 in Review

BEACON HILL WEALTH MANAGEMENT LTD. opened a new position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2026: 300 shares worth $211K. The stake represents 0.15% of the portfolio and ranks #26 among its holdings.

1,264 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

BEACON HILL WEALTH MANAGEMENT LTD. held 300 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $211K as of Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust was a new BEACON HILL WEALTH MANAGEMENT LTD. position in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.15% of BEACON HILL WEALTH MANAGEMENT LTD.'s portfolio in Q2 2026, its #26 holding.
1,264 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on BEACON HILL WEALTH MANAGEMENT LTD.'s 13F filing for Q2 2026, filed 11 Aug 2026.