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

Bleakley Financial Group’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
2025
Q1 		– Sell
-1,049
Closed -$598K – 792
2024
Q4 		$598K Hold
1,049
– – 0.02% 567
2024
Q3 		$598K Sell
1,049
-59
-5% -$32.5K 0.02% 545
2024
Q2 		$593K Buy
1,108
+44
+4% +$23.7K 0.02% 551
2024
Q1 		$592K Sell
1,064
-197
-16% -$102K 0.02% 563
2023
Q4 		$640K Buy
1,261
+204
+19% +$94.7K 0.02% 518
2023
Q3 		$483K Sell
1,057
-705
-40% -$338K 0.02% 546
2023
Q2 		$844K Sell
1,762
-16
-0.9% -$7.29K 0.03% 445
2023
Q1 		$815K Sell
1,778
-34
-2% -$15.8K 0.03% 437
2022
Q4 		$802K Buy
+1,812
New +$801K 0.03% 424

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bleakley Financial Group's MDY Position: Q1 2025 in Review

Bleakley Financial Group sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2025, closing a stake of 1,049 shares — an estimated $598K sold.

Bleakley Financial Group first reported a position in MDY in Q4 2022 and held it in 9 quarters. The position peaked at $844K in Q2 2023. 1,362 funds tracked by Wall St. Rank hold MDY as of Q1 2025.

  • Bleakley Financial Group reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 1,049 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2025, an estimated $598K.
  • Bleakley Financial Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2022 and held it in 9 quarters.
  • Bleakley Financial Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $844K in Q2 2023.
  • 1,362 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.