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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sunpointe's MDY Position: Q1 2026 in Review

Sunpointe reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.4% in Q1 2026, selling an estimated $15.8K and leaving 1,780 shares worth $1.1M. The position accounts for 0.36% of the portfolio, ranked #63.

Sunpointe first reported a position in MDY in Q2 2024 and has held it in 8 quarters since. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • Sunpointe held 1,780 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.1M as of Q1 2026.
  • Sunpointe sold 25 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $15.8K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.36% of Sunpointe's portfolio in Q1 2026, its #63 holding.
  • Sunpointe first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2024 and has held it in 8 quarters since.
  • 1,447 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Sunpointe's 13F filing for Q1 2026, filed 21 Apr 2026.