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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$915K Buy
1,484
+2
+0.1% +$1.27K 0.06% 229
2025
Q4
$894K Buy
1,482
+118
+9% +$70.6K 0.07% 227
2025
Q3
$813K Sell
1,364
-6
-0.4% -$3.52K 0.06% 233
2025
Q2
$776K Sell
1,370
-145
-10% -$77.8K 0.06% 233
2025
Q1
$808K Buy
+1,515
New +$860K 0.2% 115

Other funds holding MDY

Coastal Bridge Advisors's MDY Position: Q1 2026 in Review

Coastal Bridge Advisors increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.13% in Q1 2026, buying an estimated $1.27K and bringing the position to 1,484 shares worth $915K. The position accounts for 0.06% of the portfolio, ranked #229.

Coastal Bridge Advisors first reported a position in MDY in Q1 2025 and has held it in 5 quarters since. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • Coastal Bridge Advisors held 1,484 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $915K as of Q1 2026.
  • Coastal Bridge Advisors bought 2 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $1.27K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.06% of Coastal Bridge Advisors's portfolio in Q1 2026, its #229 holding.
  • Coastal Bridge Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2025 and has held it in 5 quarters since.
  • 1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.