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

Sunpointe’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	$583K	Sell	828 -952	-53%	-$638K	0.17%	128
2026 Q1	$1.1M	Sell	1,780 -25	-1%	-$15.8K	0.36%	63
2025 Q4	$1.09M	Sell	1,805 -12	-0.7%	-$7.18K	0.36%	54
2025 Q3	$1.09M	Buy	1,817 +55	+3%	+$32.3K	0.39%	55
2025 Q2	$1M	Buy	1,762 +1,045	+146%	+$561K	0.4%	59
2025 Q1	$383K	Buy	717 +25	+4%	+$14.2K	0.2%	96
2024 Q4	$395K	Buy	692 +1	+0.1%	+$586	0.2%	96
2024 Q3	$395K	Hold	691	–	–	0.32%	80
2024 Q2	$371K	Buy	+691	New	+$372K	0.24%	88

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

Sunpointe's MDY Position: Q2 2026 in Review

Sunpointe reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 53% in Q2 2026, selling an estimated $638K and leaving 828 shares worth $583K. The position accounts for 0.17% of the portfolio, ranked #128.

Sunpointe first reported a position in MDY in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.1M in Q1 2026. 1,535 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Sunpointe held 828 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $583K as of Q2 2026.
Sunpointe sold 952 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $638K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.17% of Sunpointe's portfolio in Q2 2026, its #128 holding.
Sunpointe first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2024 and has held it in 9 quarters since.
Sunpointe's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.1M in Q1 2026.
1,535 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Sunpointe's 13F filing for Q2 2026, filed 24 Jul 2026.