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

Newbridge Financial Services 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
2026
Q2 		$11.7K Hold
17
– – ﹤0.01% 831
2026
Q1 		$10.3K Hold
17
– – ﹤0.01% 788
2025
Q4 		$10K Hold
17
– – ﹤0.01% 783
2025
Q3 		$9.87K Hold
17
– – ﹤0.01% 904
2025
Q2 		$9.35K Buy
17
+1
+6% +$537 ﹤0.01% 907
2025
Q1 		$8.78K Hold
16
– – ﹤0.01% 707
2024
Q4 		$9.34K Hold
16
– – ﹤0.01% 748
2024
Q3 		$9.32K Hold
16
– – ﹤0.01% 439
2024
Q2 		$8.72K Hold
16
– – ﹤0.01% 739
2024
Q1 		$9.05K Sell
16
-74
-82% -$38.3K ﹤0.01% 793
2023
Q4 		$45.8K Hold
90
– – 0.02% 410
2023
Q3 		$41.2K Buy
90
+74
+463% +$35.5K 0.02% 458
2023
Q2 		$7.71K Hold
16
– – ﹤0.01% 943
2023
Q1 		$7.36K Hold
16
– – ﹤0.01% 980
2022
Q4 		$7.08K Buy
+16
New +$7.08K ﹤0.01% 994
2022
Q2 		– Sell
-13
Closed -$6K – 1455
2022
Q1 		$6K Buy
13
+7
+117% +$3.41K ﹤0.01% 1064
2021
Q4 		$3K Hold
6
– – ﹤0.01% 1169
2021
Q3 		$3K Hold
6
– – ﹤0.01% 1121
2021
Q2 		$3K Hold
6
– – ﹤0.01% 1221
2021
Q1 		$3K Hold
6
– – ﹤0.01% 1126
2020
Q4 		$3K Hold
6
– – ﹤0.01% 923
2020
Q3 		$2K Buy
+6
New +$2.05K ﹤0.01% 920

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Newbridge Financial Services Group's MDY Position: Q2 2026 in Review

Newbridge Financial Services Group held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 17 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #831.

Newbridge Financial Services Group first reported a position in MDY in Q3 2020 and has held it in 22 quarters since. The position peaked at $45.8K in Q4 2023. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Newbridge Financial Services Group held 17 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $11.7K as of Q2 2026.
  • Newbridge Financial Services Group 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 ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #831 holding.
  • Newbridge Financial Services Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2020 and has held it in 22 quarters since.
  • Newbridge Financial Services Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $45.8K in Q4 2023.
  • 1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.