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New Century Financial Group’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

New Century Financial Group’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
2025
Q4 		– Sell
-6,724
Closed -$4.01M – 38
2025
Q3 		$4.01M Buy
6,724
+512
+8% +$301K 7.12% 2
2025
Q2 		$3.52M Sell
6,212
-153
-2% -$82.1K 4.13% 2
2025
Q1 		$3.4M Sell
6,365
-19
-0.3% -$10.8K 3.93% 2
2024
Q4 		$3.67M Buy
+6,384
New +$3.74M 1.56% 10

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

New Century Financial Group's MDY Position: Q4 2025 in Review

New Century Financial Group sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2025, closing a stake of 6,724 shares — an estimated $4.01M sold.

New Century Financial Group first reported a position in MDY in Q4 2024 and held it in 4 quarters. The position peaked at $4.01M in Q3 2025. 1,431 funds tracked by Wall St. Rank hold MDY as of Q4 2025.

  • New Century Financial Group reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2025 after selling out during the quarter.
  • New Century Financial Group sold 6,724 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2025, an estimated $4.01M.
  • New Century Financial Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2024 and held it in 4 quarters.
  • New Century Financial Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $4.01M in Q3 2025.
  • 1,431 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2025.

Based on New Century Financial Group's 13F filing for Q4 2025.