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

Beacon Pointe Advisors’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 		$6.96M Buy
9,893
+185
+2% +$124K 0.03% 436
2026
Q1 		$5.99M Buy
9,708
+2,193
+29% +$1.39M 0.03% 433
2025
Q4 		$4.53M Sell
7,515
-197
-3% -$118K 0.03% 412
2025
Q3 		$4.6M Sell
7,712
-1,127
-13% -$661K 0.04% 370
2025
Q2 		$5.01M Sell
8,839
-326
-4% -$175K 0.05% 309
2025
Q1 		$4.89M Sell
9,165
-261
-3% -$148K 0.05% 302
2024
Q4 		$5.37M Buy
9,426
+522
+6% +$306K 0.06% 269
2024
Q3 		$5.07M Sell
8,904
-777
-8% -$428K 0.06% 286
2024
Q2 		$5.18M Buy
9,681
+249
+3% +$134K 0.06% 267
2024
Q1 		$5.25M Sell
9,432
-196
-2% -$102K 0.06% 281
2023
Q4 		$4.89M Sell
9,628
-412
-4% -$191K 0.06% 289
2023
Q3 		$4.58M Buy
10,040
+438
+5% +$210K 0.06% 288
2023
Q2 		$4.6M Buy
9,602
+150
+2% +$68.3K 0.08% 219
2023
Q1 		$4.33M Sell
9,452
-299
-3% -$139K 0.07% 236
2022
Q4 		$4.32M Buy
9,751
+924
+10% +$409K 0.08% 216
2022
Q3 		$3.54M Sell
8,827
-115
-1% -$50.8K 0.08% 214
2022
Q2 		$3.69M Sell
8,942
-282
-3% -$127K 0.08% 224
2022
Q1 		$4.52M Buy
9,224
+999
+12% +$486K 0.06% 270
2021
Q4 		$4.26M Buy
8,225
+39
+0.5% +$19.8K 0.11% 158
2021
Q3 		$3.94M Sell
8,186
-131
-2% -$64.3K 0.1% 194
2021
Q2 		$4.08M Sell
8,317
-60
-0.7% -$29.6K 0.14% 137
2021
Q1 		$3.99M Buy
8,377
+141
+2% +$64.3K 0.24% 85
2020
Q4 		$3.45M Sell
8,236
-191
-2% -$73.6K 0.24% 89
2020
Q3 		$2.87M Sell
8,427
-405
-5% -$138K 0.28% 77
2020
Q2 		$2.87M Buy
8,832
+4,816
+120% +$1.46M 0.29% 83
2020
Q1 		$1.05M Buy
+4,016
New +$1.36M 0.17% 123

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Beacon Pointe Advisors's MDY Position: Q2 2026 in Review

Beacon Pointe Advisors increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.9% in Q2 2026, buying an estimated $124K and bringing the position to 9,893 shares worth $6.96M. The position accounts for 0.03% of the portfolio, ranked #436.

Beacon Pointe Advisors first reported a position in MDY in Q1 2020 and has held it in 26 quarters since. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Beacon Pointe Advisors held 9,893 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $6.96M as of Q2 2026.
  • Beacon Pointe Advisors bought 185 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $124K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.03% of Beacon Pointe Advisors's portfolio in Q2 2026, its #436 holding.
  • Beacon Pointe Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2020 and has held it in 26 quarters since.
  • 1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.