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

Bradley Foster & Sargent’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 		$1.83M Hold
2,595
– – 0.03% 246
2026
Q1 		$1.6M Sell
2,595
-30
-1% -$19K 0.02% 248
2025
Q4 		$1.58M Sell
2,625
-38
-1% -$22.7K 0.02% 247
2025
Q3 		$1.59M Buy
2,663
+63
+2% +$37K 0.02% 247
2025
Q2 		$1.47M Buy
2,600
+552
+27% +$296K 0.02% 251
2025
Q1 		$1.09M Hold
2,048
– – 0.02% 266
2024
Q4 		$1.17M Hold
2,048
– – 0.02% 264
2024
Q3 		$1.17M Buy
2,048
+43
+2% +$23.7K 0.02% 264
2024
Q2 		$1.07M Sell
2,005
-96
-5% -$51.6K 0.02% 267
2024
Q1 		$1.17M Hold
2,101
– – 0.02% 259
2023
Q4 		$1.07M Buy
2,101
+286
+16% +$133K 0.02% 267
2023
Q3 		$869K Hold
1,815
– – 0.02% 281
2023
Q2 		$869K Hold
1,815
– – 0.02% 281
2023
Q1 		$832K Sell
1,815
-62
-3% -$28.9K 0.02% 269
2022
Q4 		$831K Sell
1,877
-31
-2% -$13.7K 0.02% 266
2022
Q3 		$766K Hold
1,908
– – 0.02% 262
2022
Q2 		$789K Buy
1,908
+71
+4% +$32.1K 0.02% 261
2022
Q1 		$901K Buy
1,837
+955
+108% +$465K 0.02% 276
2021
Q4 		$457K Buy
+882
New +$449K 0.01% 340

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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
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

Bradley Foster & Sargent's MDY Position: Q2 2026 in Review

Bradley Foster & Sargent held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 2,595 shares worth $1.83M. The position accounts for 0.03% of the portfolio, ranked #246.

Bradley Foster & Sargent first reported a position in MDY in Q4 2021 and has held it in 19 quarters since. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Bradley Foster & Sargent held 2,595 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.83M as of Q2 2026.
  • Bradley Foster & Sargent 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 0.03% of Bradley Foster & Sargent's portfolio in Q2 2026, its #246 holding.
  • Bradley Foster & Sargent first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2021 and has held it in 19 quarters since.
  • 1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Bradley Foster & Sargent's 13F filing for Q2 2026, filed 14 Aug 2026.