Beacon Capital Management LLC (Tennessee)’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
2025 Q3	–	Sell	-107	Closed	-$60.5K	–	660
2025 Q2	$60.5K	Sell	107 -49	-31%	-$26.3K	0.01%	308
2025 Q1	$83.1K	Sell	156 -25	-14%	-$14.2K	0.01%	230
2024 Q4	$103K	Hold	181	–	–	0.01%	191
2024 Q3	$103K	Sell	181 -11	-6%	-$6.06K	0.01%	194
2024 Q2	$103K	Sell	192 -16	-8%	-$8.6K	0.02%	167
2024 Q1	$116K	Hold	208	–	–	0.02%	156
2023 Q4	$95K	Hold	208	–	–	0.03%	145
2023 Q3	$99.6K	Hold	208	–	–	0.03%	148
2023 Q2	$99.6K	Hold	208	–	–	0.03%	148
2023 Q1	$95.3K	Hold	208	–	–	0.03%	141
2022 Q4	$92.1K	Sell	208 -2	-1%	-$884	0.03%	155
2022 Q3	$87K	Hold	210	–	–	0.03%	154
2022 Q2	$104K	Hold	210	–	–	0.03%	154
2022 Q1	$104K	Buy	+210	New	+$102K	0.02%	153

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 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

Beacon Capital Management LLC (Tennessee)'s MDY Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q3 2025, closing a stake of 107 shares — an estimated $60.5K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in MDY in Q1 2022 and held it in 14 quarters. The position peaked at $116K in Q1 2024. 1,369 funds tracked by Wall St. Rank hold MDY as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 107 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2025, an estimated $60.5K.
Beacon Capital Management LLC (Tennessee) first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $116K in Q1 2024.
1,369 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.