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SPDR S&P MidCap 400 ETF shares owned by Sunbeam Capital Management

Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Sunbeam Capital Management from 13F filings

Historical chart of Sunbeam Capital Management investment in SPDR S&P MidCap 400 ETF

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P MidCap 400 ETF held by Sunbeam Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR S&P MidCap 400 ETF by Sunbeam Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 2.1k 596.03
2025-06-30 $1.3M 2.3k 566.48
2025-03-31 $1.3M 2.5k 533.48
2024-12-31 $1.4M 2.5k 571.66

More positions owned by Sunbeam Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Etf Ser Solutions Distillate Us (DSTL)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Procter & Gamble Company (PG)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Eafe (IEFA)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
Wal-Mart Stores (WMT)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Meta Platforms Cl A (META)
Exxon Mobil Corporation (XOM)

View all positions for Sunbeam Capital Management

Top funds holding SPDR S&P MidCap 400 ETF

Morgan Stanley
Wells Fargo & Company
Northern Trust
Goldman Sachs Group
Us Bancorp
Pathstone Holdings
Susquehanna International
Northwestern Mutual Wealth Management Company
Pnc Financial Services
UBS Group
Raymond James Financial
Bank Of Montreal
Royal Bank of Canada
Moore Capital Management
Jpmorgan Chase & Co

View all funds holding SPDR S&P MidCap 400 ETF