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

Sapient 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	$322K	Hold	457	–	–	﹤0.01%	318
2026 Q1	$283K	Hold	457	–	–	﹤0.01%	361
2025 Q4	$280K	Hold	457	–	–	﹤0.01%	347
2025 Q3	$273K	Hold	457	–	–	﹤0.01%	332
2025 Q2	$260K	Sell	457 -155	-25%	-$83.2K	﹤0.01%	323
2025 Q1	$327K	Sell	612 -49	-7%	-$27.8K	0.01%	283
2024 Q4	$378K	Buy	661 +49	+8%	+$28.7K	0.01%	274
2024 Q3	$350K	Hold	612	–	–	0.01%	294
2024 Q2	$329K	Hold	612	–	–	0.01%	277
2024 Q1	$341K	Hold	612	–	–	0.01%	277
2023 Q4	$312K	Buy	+612	New	+$284K	0.01%	285

Other funds holding MDY

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

OFS Enterprise Kearney, Nebraska $392M AUM

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

JVL Associates Wyoming, Michigan $352M AUM 27.55% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Thrive Wealth Management Audubon, Pennsylvania $777M AUM 23.6% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return