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

Beaumont Financial 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	$1.53M	Sell	2,181 -137	-6%	-$91.7K	0.1%	129
2026 Q1	$1.43M	Sell	2,318 -43	-2%	-$27.2K	0.1%	130
2025 Q4	$1.42M	Hold	2,361	–	–	0.09%	130
2025 Q3	$1.41M	Sell	2,361 -56	-2%	-$32.9K	0.09%	131
2025 Q2	$1.37M	Sell	2,417 -80	-3%	-$42.9K	0.1%	122
2025 Q1	$1.33M	Sell	2,497 -20	-0.8%	-$11.4K	0.1%	124
2024 Q4	$1.43M	Sell	2,517 -27	-1%	-$15.8K	0.11%	123
2024 Q3	$1.45M	Buy	2,544 +2	+0.1%	+$1.1K	0.11%	111
2024 Q2	$1.36M	Sell	2,542 -21	-0.8%	-$11.3K	0.11%	123
2024 Q1	$1.43M	Sell	2,563 -97	-4%	-$50.2K	0.12%	117
2023 Q4	$1.35M	Sell	2,660 -20	-0.7%	-$9.29K	0.12%	120
2023 Q3	$1.22M	Buy	2,680 +52	+2%	+$24.9K	0.12%	112
2023 Q2	$1.26M	Hold	2,628	–	–	0.12%	115
2023 Q1	$1.2M	Hold	2,628	–	–	0.12%	104
2022 Q4	$1.16M	Sell	2,628 -26	-1%	-$11.5K	0.12%	108
2022 Q3	$1.07M	Sell	2,654 -268	-9%	-$118K	0.1%	111
2022 Q2	$1.21M	Buy	2,922 +100	+4%	+$45.2K	0.11%	111
2022 Q1	$1.38M	Buy	2,822 +150	+6%	+$73K	0.11%	132
2021 Q4	$1.38M	Buy	2,672 +101	+4%	+$51.4K	0.1%	122
2021 Q3	$1.24M	Hold	2,571	–	–	0.1%	125
2021 Q2	$1.26M	Sell	2,571 -140	-5%	-$69.1K	0.1%	122
2021 Q1	$1.29M	Sell	2,711 -40	-1%	-$18.2K	0.11%	120
2020 Q4	$1.16M	Sell	2,751 -4,119	-60%	-$1.59M	0.1%	127
2020 Q3	$2.33M	Buy	6,870 +354	+5%	+$121K	0.22%	89
2020 Q2	$2.11M	Sell	6,516 -1,908	-23%	-$579K	0.22%	84
2020 Q1	$2.21M	Buy	8,424 +3,312	+65%	+$1.12M	0.28%	64
2019 Q4	$1.92M	Buy	5,112 +499	+11%	+$180K	0.19%	94
2019 Q3	$1.63M	Buy	4,613 +74	+2%	+$25.9K	0.16%	99
2019 Q2	$1.61M	Buy	4,539 +658	+17%	+$230K	0.17%	97
2019 Q1	$1.34M	Sell	3,881 -153	-4%	-$51.5K	0.14%	98
2018 Q4	$1.22M	Buy	+4,034	New	+$1.34M	0.2%	77

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

Beaumont Financial Advisors's MDY Position: Q2 2026 in Review

Beaumont Financial Advisors reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 5.9% in Q2 2026, selling an estimated $91.7K and leaving 2,181 shares worth $1.53M. The position accounts for 0.1% of the portfolio, ranked #129.

Beaumont Financial Advisors first reported a position in MDY in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.33M in Q3 2020. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Beaumont Financial Advisors held 2,181 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.53M as of Q2 2026.
Beaumont Financial Advisors sold 137 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $91.7K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.1% of Beaumont Financial Advisors's portfolio in Q2 2026, its #129 holding.
Beaumont Financial Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2018 and has held it in 31 quarters since.
Beaumont Financial Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $2.33M in Q3 2020.
1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.