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
Q2
$1.04M Sell
1,478
-6
-0.4% -$4.02K 0.06% 225
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 0.07% 217

Other funds holding MDY

Coastal Bridge Advisors's MDY Position: Q2 2026 in Review

Coastal Bridge Advisors reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.4% in Q2 2026, selling an estimated $4.02K and leaving 1,478 shares worth $1.04M. The position accounts for 0.06% of the portfolio, ranked #225.

Coastal Bridge Advisors first reported a position in MDY in Q1 2025 and has held it in 6 quarters since. 1,543 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Coastal Bridge Advisors held 1,478 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.04M as of Q2 2026.
  • Coastal Bridge Advisors sold 6 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $4.02K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.06% of Coastal Bridge Advisors's portfolio in Q2 2026, its #225 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 6 quarters since.
  • 1,543 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.