N.E.W. Advisory Services’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
$40K Buy
57
+30
+111% +$20.1K ﹤0.01% 406
2026
Q1
$16.5K Hold
27
﹤0.01% 535
2025
Q4
$16.1K Hold
27
﹤0.01% 538
2025
Q3
$15.9K Hold
27
﹤0.01% 504
2025
Q2
$15.1K Hold
27
﹤0.01% 500
2025
Q1
$14.2K Buy
+27
New +$15.3K ﹤0.01% 550

Other funds holding MDY

N.E.W. Advisory Services's MDY Position: Q2 2026 in Review

N.E.W. Advisory Services increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 111% in Q2 2026, buying an estimated $20.1K and bringing the position to 57 shares worth $40K. The position accounts for ﹤0.01% of the portfolio, ranked #406.

N.E.W. Advisory Services first reported a position in MDY in Q1 2025 and has held it in 6 quarters since. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • N.E.W. Advisory Services held 57 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $40K as of Q2 2026.
  • N.E.W. Advisory Services bought 30 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $20.1K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #406 holding.
  • N.E.W. Advisory Services 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.
  • 1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.