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

Sunbeam 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	$1.45M	Hold	2,063	–	–	0.66%	31
2026 Q1	$1.27M	Hold	2,063	–	–	0.73%	27
2025 Q4	$1.24M	Hold	2,063	–	–	0.74%	27
2025 Q3	$1.23M	Sell	2,063 -257	-11%	-$151K	0.76%	25
2025 Q2	$1.31M	Sell	2,320 -152	-6%	-$81.6K	1%	22
2025 Q1	$1.32M	Sell	2,472 -42	-2%	-$23.8K	1.26%	19
2024 Q4	$1.44M	Buy	+2,514	New	+$1.47M	1.33%	20

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

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

Sunbeam Capital Management held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 2,063 shares worth $1.45M. The position accounts for 0.66% of the portfolio, ranked #31.

Sunbeam Capital Management first reported a position in MDY in Q4 2024 and has held it in 7 quarters since. 759 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Sunbeam Capital Management held 2,063 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.45M as of Q2 2026.
Sunbeam Capital Management left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.66% of Sunbeam Capital Management's portfolio in Q2 2026, its #31 holding.
Sunbeam Capital Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2024 and has held it in 7 quarters since.
759 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Sunbeam Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.