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

NewEdge Wealth’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 Q1	$467K	Sell	757 -10,581	-93%	-$6.71M	0.01%	832
2025 Q4	$6.84M	Buy	11,338 +9,326	+464%	+$5.58M	0.08%	179
2025 Q3	$1.19M	Buy	2,012 +1,320	+191%	+$775K	0.02%	525
2025 Q2	$395K	Sell	692 -392	-36%	-$210K	0.01%	762
2025 Q1	$578K	Sell	1,084 -12,991	-92%	-$7.37M	0.01%	611
2024 Q4	$8.02M	Buy	14,075 +13,073	+1,305%	+$7.66M	0.14%	133
2024 Q3	$571K	Buy	1,002 +163	+19%	+$89.8K	0.01%	592
2024 Q2	$449K	Buy	839 +129	+18%	+$69.4K	0.01%	569
2024 Q1	$376K	Sell	710 -51	-7%	-$26.4K	0.01%	620
2023 Q4	$386K	Buy	761 +114	+18%	+$52.9K	0.01%	559
2023 Q3	$296K	Buy	+647	New	+$310K	0.01%	549
2023 Q1	–	Sell	-5,532	Closed	-$2.45M	–	634
2022 Q4	$2.45M	Buy	+5,532	New	+$2.45M	0.11%	182
2022 Q1	–	Sell	-3,203	Closed	-$1.66M	–	430
2021 Q4	$1.66M	Buy	+3,203	New	+$1.63M	0.07%	186

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NewEdge Wealth's MDY Position: Q1 2026 in Review

NewEdge Wealth reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 93% in Q1 2026, selling an estimated $6.71M and leaving 757 shares worth $467K. The position accounts for 0.01% of the portfolio, ranked #832.

NewEdge Wealth first reported a position in MDY in Q4 2021 and has held it in 13 quarters since. The position peaked at $8.02M in Q4 2024. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

NewEdge Wealth held 757 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $467K as of Q1 2026.
NewEdge Wealth sold 10,581 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $6.71M.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #832 holding.
NewEdge Wealth first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2021 and has held it in 13 quarters since.
NewEdge Wealth's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $8.02M in Q4 2024.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.