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 Q3	$301K	Hold	457	–	–	﹤0.01%	326
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

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

CBT

Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return

HFAS

Hummer Financial Advisory Services Chicago, Illinois $153M AUM 19.62% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

MHWM

Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Sapient Capital's MDY Position: Q3 2026 in Review

Sapient Capital held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q3 2026 at 457 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #326.

Sapient Capital first reported a position in MDY in Q4 2023 and has held it in 12 quarters since. The position peaked at $378K in Q4 2024. 91 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

Sapient Capital held 457 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $301K as of Q3 2026.
Sapient Capital left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q3 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up ﹤0.01% of Sapient Capital's portfolio in Q3 2026, its #326 holding.
Sapient Capital first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2023 and has held it in 12 quarters since.
Sapient Capital's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $378K in Q4 2024.
91 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.