New England Private Wealth Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

New England Private Wealth Advisors’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 Q2	$3.23M	Hold	4,677	–	–	0.31%	70
2026 Q1	$2.88M	Hold	4,677	–	–	0.33%	64
2025 Q4	$2.82M	Sell	4,677 -45	-1%	-$26.9K	0.35%	61
2025 Q3	$2.81M	Buy	4,722 +1	+0%	+$587	0.37%	59
2025 Q2	$2.75M	Hold	4,721	–	–	0.4%	52
2025 Q1	$2.52M	Hold	4,721	–	–	0.39%	53
2024 Q4	$2.69M	Hold	4,721	–	–	0.43%	50
2024 Q3	$2.69M	Hold	4,721	–	–	0.43%	49
2024 Q2	$2.53M	Buy	4,721 +1	+0%	+$538	0.44%	49
2024 Q1	$2.63M	Hold	4,720	–	–	0.46%	47
2023 Q4	$2.39M	Hold	4,720	–	–	0.44%	47
2023 Q3	$2.16M	Buy	4,720 +2	+0%	+$958	0.45%	46
2023 Q2	$2.26M	Hold	4,718	–	–	0.46%	45
2023 Q1	$2.16M	Buy	4,718 +1	+0%	+$466	0.44%	43
2022 Q4	$2.09M	Buy	4,717 +305	+7%	+$135K	0.44%	43
2022 Q3	$1.77M	Buy	4,412 +1	+0%	+$442	0.42%	40
2022 Q2	$2.16M	Hold	4,411	–	–	0.4%	43
2022 Q1	$2.16M	Hold	4,411	–	–	0.4%	43
2021 Q4	$2.28M	Buy	4,411 +1	+0%	+$509	0.4%	42
2021 Q3	$2.12M	Hold	4,410	–	–	0.4%	42
2021 Q2	$2.17M	Buy	4,410 +202	+5%	+$99.6K	0.41%	39
2021 Q1	$2M	Buy	4,208 +21	+0.5%	+$9.57K	0.35%	46
2020 Q4	$1.76M	Hold	4,187	–	–	0.39%	43
2020 Q3	$1.42M	Hold	4,187	–	–	0.36%	43
2020 Q2	$1.36M	Hold	4,187	–	–	0.37%	41
2020 Q1	$1.1M	Hold	4,187	–	–	0.37%	41
2019 Q4	$1.57M	Hold	4,187	–	–	0.41%	44
2019 Q3	$1.48M	Hold	4,187	–	–	0.36%	47
2019 Q2	$1.49M	Hold	4,187	–	–	0.36%	48
2019 Q1	$1.45M	Hold	4,187	–	–	0.37%	46
2018 Q4	$1.27M	Hold	4,187	–	–	0.37%	48
2018 Q3	$1.54M	Hold	4,187	–	–	0.41%	44
2018 Q2	$1.49M	Hold	4,187	–	–	0.42%	46
2018 Q1	$1.43M	Hold	4,187	–	–	0.4%	48
2017 Q4	$1.45M	Hold	4,187	–	–	0.41%	48
2017 Q3	$1.37M	Hold	4,187	–	–	0.41%	47
2017 Q2	$1.33M	Hold	4,187	–	–	0.41%	46
2017 Q1	$1.31M	Hold	4,187	–	–	0.42%	46
2016 Q4	$1.26M	Hold	4,187	–	–	0.44%	45
2016 Q3	$1.18M	Hold	4,187	–	–	0.43%	46
2016 Q2	$1.14M	Hold	4,187	–	–	0.44%	46
2016 Q1	$1.1M	Hold	4,187	–	–	0.45%	46
2015 Q4	$1.06M	Hold	4,187	–	–	0.42%	44
2015 Q3	$1.04M	Hold	4,187	–	–	0.44%	43
2015 Q2	$1.14M	Hold	4,187	–	–	0.43%	43
2015 Q1	$1.16M	Hold	4,187	–	–	0.45%	40
2014 Q4	$1.1M	Hold	4,187	–	–	0.44%	45
2014 Q3	$1.04M	Hold	4,187	–	–	0.42%	45
2014 Q2	$1.09M	Hold	4,187	–	–	0.45%	44
2014 Q1	$1.05M	Hold	4,187	–	–	0.44%	43
2013 Q4	$1.02M	Hold	4,187	–	–	0.46%	41
2013 Q3	$948K	Hold	4,187	–	–	0.5%	38
2013 Q2	$880K	Buy	+4,187	New	+$885K	0.55%	32

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

New England Private Wealth Advisors's MDY Position: Q2 2026 in Review

New England Private Wealth Advisors held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 4,677 shares worth $3.23M. The position accounts for 0.31% of the portfolio, ranked #70.

New England Private Wealth Advisors first reported a position in MDY in Q2 2013 and has held it in 53 quarters since. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

New England Private Wealth Advisors held 4,677 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $3.23M as of Q2 2026.
New England Private Wealth Advisors left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.31% of New England Private Wealth Advisors's portfolio in Q2 2026, its #70 holding.
New England Private Wealth Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and has held it in 53 quarters since.
1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.