Beacon Financial Advisory’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Beacon Financial Advisory’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	$980K	Buy	1,589 +3	+0.2%	+$1.9K	0.22%	118
2025 Q4	$957K	Sell	1,586 -15	-0.9%	-$8.97K	0.22%	120
2025 Q3	$954K	Buy	1,601 +4	+0.3%	+$2.35K	0.22%	124
2025 Q2	$905K	Sell	1,597 -235	-13%	-$126K	0.23%	119
2025 Q1	$977K	Sell	1,832 -20	-1%	-$11.4K	0.3%	97
2024 Q4	$1.05M	Buy	1,852 +4	+0.2%	+$2.35K	0.34%	78
2024 Q3	$1.05M	Buy	1,848 +5	+0.3%	+$2.75K	0.36%	77
2024 Q2	$986K	Buy	1,843 +64	+4%	+$34.4K	0.37%	73
2024 Q1	$990K	Sell	1,779 -221	-11%	-$114K	0.48%	57
2023 Q4	$1.01M	Sell	2,000 -105	-5%	-$48.8K	0.49%	55
2023 Q3	$961K	Buy	2,105 +4	+0.2%	+$1.92K	0.53%	52
2023 Q2	$1.01M	Buy	2,101 +4	+0.2%	+$1.82K	0.58%	49
2023 Q1	$961K	Buy	2,097 +33	+2%	+$15.4K	0.61%	47
2022 Q4	$914K	Sell	2,064 -89	-4%	-$39.4K	0.65%	45
2022 Q3	$865K	Buy	2,153 +4	+0.2%	+$1.77K	0.62%	47
2022 Q2	$889K	Buy	2,149 +3	+0.1%	+$1.35K	0.51%	56
2022 Q1	$1.05M	Buy	2,146 +1	+0%	+$487	0.5%	56
2021 Q4	$1.11M	Buy	2,145 +3	+0.1%	+$1.53K	0.51%	57
2021 Q3	$1.03M	Buy	2,142 +265	+14%	+$130K	0.54%	53
2021 Q2	$922K	Buy	1,877 +1	+0.1%	+$493	0.5%	66
2021 Q1	$893K	Buy	1,876 +351	+23%	+$160K	0.51%	65
2020 Q4	$640K	Buy	1,525 +229	+18%	+$88.2K	0.42%	75
2020 Q3	$439K	Buy	1,296 +101	+8%	+$34.5K	0.38%	88
2020 Q2	$387K	Sell	1,195 -65	-5%	-$19.7K	0.42%	74
2020 Q1	$331K	Sell	1,260 -107	-8%	-$36.3K	0.42%	76
2019 Q4	$513K	Buy	+1,367	New	+$494K	0.44%	70

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 Financial Advisory's MDY Position: Q1 2026 in Review

Beacon Financial Advisory increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.19% in Q1 2026, buying an estimated $1.9K and bringing the position to 1,589 shares worth $980K. The position accounts for 0.22% of the portfolio, ranked #118.

Beacon Financial Advisory first reported a position in MDY in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.11M in Q4 2021. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Beacon Financial Advisory held 1,589 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $980K as of Q1 2026.
Beacon Financial Advisory bought 3 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $1.9K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.22% of Beacon Financial Advisory's portfolio in Q1 2026, its #118 holding.
Beacon Financial Advisory first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2019 and has held it in 26 quarters since.
Beacon Financial Advisory's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.11M in Q4 2021.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.