Beirne Wealth Consulting Services’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Beirne Wealth Consulting Services’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 Q1	–	Sell	-935	Closed	-$567K	–	109
2025 Q4	$567K	Sell	935 -46	-5%	-$27.5K	0.16%	61
2025 Q3	$587K	Buy	981 +1	+0.1%	+$587	0.14%	92
2025 Q2	$558K	Buy	980 +178	+22%	+$95.5K	0.18%	60
2025 Q1	$430K	Sell	802 -27	-3%	-$15.3K	0.15%	64
2024 Q4	$474K	Buy	829 +33	+4%	+$19.3K	0.17%	62
2024 Q3	$455K	Buy	796 +24	+3%	+$13.2K	0.16%	63
2024 Q2	$415K	Buy	772 +17	+2%	+$9.14K	0.17%	65
2024 Q1	$422K	Buy	755 +6	+0.8%	+$3.11K	0.18%	65
2023 Q4	$382K	Buy	749 +266	+55%	+$124K	0.19%	89
2023 Q3	$232K	Hold	483	–	–	0.19%	79
2023 Q2	$232K	Buy	+483	New	+$220K	0.19%	79
2023 Q1	–	Sell	-17,333	Closed	-$7.67M	–	105
2022 Q4	$7.67M	Buy	+17,333	New	+$7.66M	3.78%	7

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

Beirne Wealth Consulting Services's MDY Position: Q1 2026 in Review

Beirne Wealth Consulting Services sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2026, closing a stake of 935 shares — an estimated $567K sold.

Beirne Wealth Consulting Services first reported a position in MDY in Q4 2022 and held it in 12 quarters. The position peaked at $7.67M in Q4 2022. 1,452 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Beirne Wealth Consulting Services reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2026 after selling out during the quarter.
Beirne Wealth Consulting Services sold 935 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $567K.
Beirne Wealth Consulting Services first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2022 and held it in 12 quarters.
Beirne Wealth Consulting Services's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $7.67M in Q4 2022.
1,452 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Beirne Wealth Consulting Services's 13F filing for Q1 2026, filed 30 Apr 2026.