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

Neumann Capital Management’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	–	Sell	-700	Closed	-$432K	–	83
2026 Q1	$432K	Sell	700 -50	-7%	-$31.7K	0.13%	85
2025 Q4	$452K	Hold	750	–	–	0.13%	84
2025 Q3	$447K	Hold	750	–	–	0.13%	84
2025 Q2	$425K	Hold	750	–	–	0.13%	83
2025 Q1	$400K	Sell	750 -150	-17%	-$85.1K	0.14%	86
2024 Q4	$513K	Hold	900	–	–	0.17%	77
2024 Q3	$513K	Hold	900	–	–	0.17%	77
2024 Q2	$482K	Sell	900 -240	-21%	-$129K	0.17%	78
2024 Q1	$634K	Sell	1,140 -180	-14%	-$93.2K	0.23%	73
2023 Q4	$670K	Hold	1,320	–	–	0.27%	64
2023 Q3	$603K	Hold	1,320	–	–	0.26%	63
2023 Q2	$632K	Hold	1,320	–	–	0.26%	63
2023 Q1	$605K	Sell	1,320 -250	-16%	-$117K	0.27%	61
2022 Q4	$695K	Hold	1,570	–	–	0.33%	59
2022 Q3	$631K	Sell	1,570 -80	-5%	-$35.3K	0.32%	62
2022 Q2	$682K	Hold	1,650	–	–	0.35%	57
2022 Q1	$809K	Sell	1,650 -100	-6%	-$48.7K	0.34%	57
2021 Q4	$906K	Hold	1,750	–	–	0.37%	54
2021 Q3	$842K	Hold	1,750	–	–	0.38%	55
2021 Q2	$859K	Hold	1,750	–	–	0.39%	56
2021 Q1	$833K	Hold	1,750	–	–	0.4%	56
2020 Q4	$735K	Sell	1,750 -45	-3%	-$17.3K	0.37%	55
2020 Q3	$608K	Hold	1,795	–	–	0.35%	54
2020 Q2	$583K	Sell	1,795 -185	-9%	-$56.1K	0.36%	55
2020 Q1	$521K	Buy	1,980 +50	+3%	+$17K	0.38%	53
2019 Q4	$725K	Sell	1,930 -60	-3%	-$21.7K	0.42%	54
2019 Q3	$701K	Sell	1,990 -55	-3%	-$19.3K	0.43%	52
2019 Q2	$725K	Hold	2,045	–	–	0.45%	52
2019 Q1	$706K	Hold	2,045	–	–	0.45%	51
2018 Q4	$619K	Hold	2,045	–	–	0.47%	49
2018 Q3	$752K	Sell	2,045 -135	-6%	-$49.4K	0.44%	52
2018 Q2	$774K	Sell	2,180 -60	-3%	-$21.1K	0.49%	52
2018 Q1	$766K	Hold	2,240	–	–	0.49%	52
2017 Q4	$774K	Hold	2,240	–	–	0.47%	53
2017 Q3	$731K	Sell	2,240 -150	-6%	-$47.7K	0.45%	57
2017 Q2	$759K	Sell	2,390 -470	-16%	-$148K	0.49%	53
2017 Q1	$894K	Sell	2,860 -115	-4%	-$35.7K	0.58%	49
2016 Q4	$898K	Sell	2,975 -600	-17%	-$173K	0.58%	48
2016 Q3	$1.01M	Buy	3,575 +55	+2%	+$15.5K	0.67%	45
2016 Q2	$958K	Hold	3,520	–	–	0.64%	46
2016 Q1	$925K	Hold	3,520	–	–	0.61%	48
2015 Q4	$894K	Hold	3,520	–	–	0.62%	50
2015 Q3	$876K	Hold	3,520	–	–	0.62%	47
2015 Q2	$962K	Hold	3,520	–	–	0.61%	52
2015 Q1	$976K	Hold	3,520	–	–	0.62%	50
2014 Q4	$929K	Buy	+3,520	New	+$901K	0.61%	49

Other funds holding MDY

CCA

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

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

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

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 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

Neumann Capital Management's MDY Position: Q2 2026 in Review

Neumann Capital Management sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2026, closing a stake of 700 shares — an estimated $432K sold.

Neumann Capital Management first reported a position in MDY in Q4 2014 and held it in 46 quarters. The position peaked at $1.01M in Q3 2016. 738 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Neumann Capital Management reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2026 after selling out during the quarter.
Neumann Capital Management sold 700 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $432K.
Neumann Capital Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2014 and held it in 46 quarters.
Neumann Capital Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.01M in Q3 2016.
738 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Neumann Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.