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 Q2	$1.1M	Sell	1,562 -27	-2%	-$18.1K	0.22%	125
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 $1.55T 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

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

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

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

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 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 Financial Advisory's MDY Position: Q2 2026 in Review

Beacon Financial Advisory reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.7% in Q2 2026, selling an estimated $18.1K and leaving 1,562 shares worth $1.1M. The position accounts for 0.22% of the portfolio, ranked #125.

Beacon Financial Advisory first reported a position in MDY in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.11M in Q4 2021. 1,541 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Beacon Financial Advisory held 1,562 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.1M as of Q2 2026.
Beacon Financial Advisory sold 27 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $18.1K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.22% of Beacon Financial Advisory's portfolio in Q2 2026, its #125 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 27 quarters since.
Beacon Financial Advisory's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.11M in Q4 2021.
1,541 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.