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

Beacon Bridge Wealth 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 Q1	$1.46M	Buy	2,374 +63	+3%	+$39.9K	0.49%	50
2025 Q4	$1.39M	Sell	2,311 -46	-2%	-$27.5K	0.46%	51
2025 Q3	$1.4M	Sell	2,357 -50	-2%	-$29.3K	0.5%	45
2025 Q2	$1.36M	Buy	2,407 +103	+4%	+$55.3K	0.54%	41
2025 Q1	$1.23M	Buy	2,304 +3	+0.1%	+$1.7K	0.52%	45
2024 Q4	$1.31M	Sell	2,301 -34	-1%	-$19.9K	0.56%	44
2024 Q3	$1.33M	Sell	2,335 -1,308	-36%	-$721K	0.57%	42
2024 Q2	$1.95M	Buy	3,643 +281	+8%	+$151K	0.89%	32
2024 Q1	$1.87M	Buy	3,362 +212	+7%	+$110K	0.88%	33
2023 Q4	$1.6M	Buy	3,150 +1,060	+51%	+$492K	0.8%	33
2023 Q3	$954K	Buy	2,090 +149	+8%	+$71.4K	0.5%	41
2023 Q2	$930K	Sell	1,941 -508	-21%	-$231K	0.48%	34
2023 Q1	$1.12M	Sell	2,449 -609	-20%	-$284K	0.67%	28
2022 Q4	$1.35M	Buy	+3,058	New	+$1.35M	0.98%	21

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

Beacon Bridge Wealth Partners's MDY Position: Q1 2026 in Review

Beacon Bridge Wealth Partners increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 2.7% in Q1 2026, buying an estimated $39.9K and bringing the position to 2,374 shares worth $1.46M. The position accounts for 0.49% of the portfolio, ranked #50.

Beacon Bridge Wealth Partners first reported a position in MDY in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.95M in Q2 2024. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Beacon Bridge Wealth Partners held 2,374 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.46M as of Q1 2026.
Beacon Bridge Wealth Partners bought 63 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $39.9K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.49% of Beacon Bridge Wealth Partners's portfolio in Q1 2026, its #50 holding.
Beacon Bridge Wealth Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2022 and has held it in 14 quarters since.
Beacon Bridge Wealth Partners's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.95M in Q2 2024.
1,447 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.