NewEdge Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

NewEdge 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	$5.42M	Buy	7,708 +306	+4%	+$205K	0.02%	743
2026 Q1	$4.57M	Sell	7,402 -171	-2%	-$108K	0.02%	733
2025 Q4	$4.57M	Buy	7,573 +915	+14%	+$547K	0.02%	691
2025 Q3	$3.97M	Buy	6,658 +174	+3%	+$102K	0.02%	723
2025 Q2	$3.67M	Buy	6,484 +508	+9%	+$273K	0.02%	695
2025 Q1	$3.19M	Sell	5,976 -1,436	-19%	-$815K	0.02%	660
2024 Q4	$4.22M	Buy	7,412 +115	+2%	+$67.4K	0.03%	558
2024 Q3	$4.16M	Buy	7,297 +774	+12%	+$426K	0.03%	542
2024 Q2	$3.49M	Buy	6,523 +1,312	+25%	+$705K	0.03%	556
2024 Q1	$2.9M	Buy	5,211 +604	+13%	+$313K	0.03%	557
2023 Q4	$2.32M	Buy	4,607 +2,124	+86%	+$986K	0.02%	614
2023 Q3	$1.13M	Sell	2,483 -67	-3%	-$32.1K	0.01%	813
2023 Q2	$1.22M	Sell	2,550 -555	-18%	-$253K	0.01%	775
2023 Q1	$1.41M	Buy	3,105 +191	+7%	+$89K	0.02%	652
2022 Q4	$1.24M	Sell	2,914 -752	-21%	-$333K	0.03%	452
2022 Q3	$1.47M	Sell	3,666 -582	-14%	-$257K	0.02%	515
2022 Q2	$1.76M	Buy	+4,248	New	+$1.92M	0.03%	471
2022 Q1	–	Sell	-14,840	Closed	-$7.68M	–	1428
2021 Q4	$7.68M	Buy	14,840 +1,476	+11%	+$751K	0.12%	173
2021 Q3	$6.43M	Buy	+13,364	New	+$6.56M	0.16%	132
2020 Q3	–	Sell	-1,433	Closed	-$465K	–	953
2020 Q2	$465K	Sell	1,433 -42	-3%	-$12.7K	0.02%	557
2020 Q1	$388K	Sell	1,475 -1,097	-43%	-$372K	0.02%	526
2019 Q4	$965K	Sell	2,572 -2,028	-44%	-$733K	0.04%	362
2019 Q3	$1.62M	Buy	4,600 +2,808	+157%	+$984K	0.07%	255
2019 Q2	$635K	Buy	1,792 +13	+0.7%	+$4.54K	0.04%	351
2019 Q1	$614K	Buy	1,779 +321	+22%	+$108K	0.04%	356
2018 Q4	$441	Sell	1,458 -90	-6%	-$30K	0.03%	399
2018 Q3	$569K	Buy	+1,548	New	+$567K	0.04%	329
2017 Q3	–	Sell	-29	Closed	-$9.2K	–	809
2017 Q2	$9.2K	Buy	+29	New	+$9.13K	﹤0.01%	996

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

NewEdge Advisors's MDY Position: Q2 2026 in Review

NewEdge Advisors increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 4.1% in Q2 2026, buying an estimated $205K and bringing the position to 7,708 shares worth $5.42M. The position accounts for 0.02% of the portfolio, ranked #743.

NewEdge Advisors first reported a position in MDY in Q2 2017 and has held it in 28 quarters since. The position peaked at $7.68M in Q4 2021. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

NewEdge Advisors held 7,708 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $5.42M as of Q2 2026.
NewEdge Advisors bought 306 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $205K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of NewEdge Advisors's portfolio in Q2 2026, its #743 holding.
NewEdge Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2017 and has held it in 28 quarters since.
NewEdge Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $7.68M in Q4 2021.
1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.