Lionsbridge Wealth Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Lionsbridge Wealth Management’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 Q1	$2.36M	Sell	3,827 -705	-16%	-$447K	2.37%	11
2025 Q4	$2.73M	Sell	4,532 -928	-17%	-$555K	2.77%	12
2025 Q3	$3.25M	Buy	5,460 +1,872	+52%	+$1.1M	3.21%	8
2025 Q2	$2.03M	Buy	3,588 +101	+3%	+$54.2K	2.02%	16
2025 Q1	$1.86M	Sell	3,487 -335	-9%	-$190K	1.65%	20
2024 Q4	$2.18M	Sell	3,822 -258	-6%	-$151K	1.83%	18
2024 Q3	$2.32M	Sell	4,080 -38	-0.9%	-$20.9K	1.84%	17
2024 Q2	$2.2M	Sell	4,118 -1,682	-29%	-$904K	1.77%	20
2024 Q1	$3.23M	Sell	5,800 -250	-4%	-$130K	2.5%	13
2023 Q4	$3.07M	Buy	6,050 +222	+4%	+$103K	2.45%	17
2023 Q3	$2.66M	Sell	5,828 -1,646	-22%	-$789K	2.52%	12
2023 Q2	$3.58M	Buy	7,474 +1,857	+33%	+$845K	3.2%	10
2023 Q1	$2.57M	Buy	5,617 +2,094	+59%	+$976K	2.38%	11
2022 Q4	$1.56M	Buy	+3,523	New	+$1.56M	1.52%	22
2022 Q2	–	Sell	-2,113	Closed	-$1.04M	–	47
2022 Q1	$1.04M	Sell	2,113 -60	-3%	-$29.2K	1.2%	41
2021 Q4	$1.12M	Buy	+2,173	New	+$1.11M	1.21%	45

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lionsbridge Wealth Management's MDY Position: Q1 2026 in Review

Lionsbridge Wealth Management reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 16% in Q1 2026, selling an estimated $447K and leaving 3,827 shares worth $2.36M. The position accounts for 2.37% of the portfolio, ranked #11.

Lionsbridge Wealth Management first reported a position in MDY in Q4 2021 and has held it in 16 quarters since. The position peaked at $3.58M in Q2 2023. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Lionsbridge Wealth Management held 3,827 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $2.36M as of Q1 2026.
Lionsbridge Wealth Management sold 705 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $447K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 2.37% of Lionsbridge Wealth Management's portfolio in Q1 2026, its #11 holding.
Lionsbridge Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2021 and has held it in 16 quarters since.
Lionsbridge Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $3.58M in Q2 2023.
1,447 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Lionsbridge Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.