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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$8.47M Sell
13,736
-72
-0.5% -$45.6K 1.33% 27
2025
Q4
$8.33M Sell
13,808
-113
-0.8% -$67.6K 1.3% 26
2025
Q3
$8.3M Sell
13,921
-150
-1% -$88K 1.43% 21
2025
Q2
$7.97M Buy
14,071
+9
+0.1% +$4.83K 1.47% 20
2025
Q1
$7.5M Sell
14,062
-295
-2% -$167K 1.6% 14
2024
Q4
$8.18M Buy
+14,357
New +$8.42M 1.7% 13

Other funds holding MDY

Bearing Point Capital's MDY Position: Q1 2026 in Review

Bearing Point Capital reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.52% in Q1 2026, selling an estimated $45.6K and leaving 13,736 shares worth $8.47M. The position accounts for 1.33% of the portfolio, ranked #27.

Bearing Point Capital first reported a position in MDY in Q4 2024 and has held it in 6 quarters since. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • Bearing Point Capital held 13,736 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $8.47M as of Q1 2026.
  • Bearing Point Capital sold 72 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $45.6K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 1.33% of Bearing Point Capital's portfolio in Q1 2026, its #27 holding.
  • Bearing Point Capital first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2024 and has held it in 6 quarters since.
  • 1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Bearing Point Capital's 13F filing for Q1 2026, filed 7 May 2026.