Bear Mountain Capital’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Bear Mountain Capital’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	$1.39M	Hold	2,019	–	–	0.4%	25
2026 Q1	$1.35M	Hold	2,019	–	–	0.41%	26
2025 Q4	$1.3M	Hold	2,019	–	–	0.42%	28
2025 Q3	$1.21M	Hold	2,019	–	–	0.4%	27
2025 Q2	$1.17M	Hold	2,019	–	–	0.42%	27
2025 Q1	$1.05M	Hold	2,019	–	–	0.41%	27
2024 Q4	$1.21M	Hold	2,019	–	–	0.47%	24
2024 Q3	$1.17M	Hold	2,019	–	–	0.46%	26
2024 Q2	$1.11M	Hold	2,019	–	–	0.45%	27
2024 Q1	$1.04M	Hold	2,019	–	–	0.45%	25
2023 Q4	$999K	Buy	+2,019	New	+$937K	0.42%	26

Other funds holding MDY

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

WTC

WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return

PAI

Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Bear Mountain Capital's MDY Position: Q2 2026 in Review

Bear Mountain Capital held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 2,019 shares worth $1.39M. The position accounts for 0.4% of the portfolio, ranked #25.

Bear Mountain Capital first reported a position in MDY in Q4 2023 and has held it in 11 quarters since. 683 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Bear Mountain Capital held 2,019 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.39M as of Q2 2026.
Bear Mountain Capital left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.4% of Bear Mountain Capital's portfolio in Q2 2026, its #25 holding.
Bear Mountain Capital first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2023 and has held it in 11 quarters since.
683 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Bear Mountain Capital's 13F filing for Q2 2026, filed 20 Jul 2026.