Newton One Investments’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Newton One Investments’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	$67.8K	Sell	96 -6	-6%	-$4.02K	0.02%	63
2026 Q1	$63.1K	Hold	102	–	–	0.02%	60
2025 Q4	$61.8K	Hold	102	–	–	0.02%	63
2025 Q3	$61K	Hold	102	–	–	0.02%	61
2025 Q2	$58K	Hold	102	–	–	0.02%	64
2025 Q1	$54.6K	Sell	102 -19	-16%	-$10.8K	0.02%	64
2024 Q4	$69.1K	Buy	+121	New	+$70.9K	0.03%	60
2024 Q3	–	Sell	-121	Closed	-$64.9K	–	80
2024 Q2	$64.9K	Hold	121	–	–	0.03%	59
2024 Q1	$67.5K	Hold	121	–	–	0.03%	58
2023 Q4	$61.4K	Buy	121 +1	+0.8%	+$464	0.03%	61
2023 Q3	$55K	Hold	120	–	–	0.03%	66
2023 Q2	$57.5K	Hold	120	–	–	0.03%	63
2023 Q1	$54.9K	Buy	120 +1	+0.8%	+$466	0.03%	63
2022 Q4	$52.9K	Hold	119	–	–	0.03%	65
2022 Q3	$48K	Hold	119	–	–	0.03%	64
2022 Q2	$49K	Hold	119	–	–	0.04%	64
2022 Q1	$59K	Hold	119	–	–	0.04%	66
2021 Q4	$62K	Hold	119	–	–	0.04%	64
2021 Q3	$57K	Hold	119	–	–	0.04%	64
2021 Q2	$58K	Hold	119	–	–	0.05%	64
2021 Q1	$56K	Buy	119 +1	+0.8%	+$456	0.05%	48
2020 Q4	$50K	Buy	+118	New	+$45.4K	0.05%	45

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

Newton One Investments's MDY Position: Q2 2026 in Review

Newton One Investments reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 5.9% in Q2 2026, selling an estimated $4.02K and leaving 96 shares worth $67.8K. The position accounts for 0.02% of the portfolio, ranked #63.

Newton One Investments first reported a position in MDY in Q4 2020 and has held it in 22 quarters since. The position peaked at $69.1K in Q4 2024. 1,535 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Newton One Investments held 96 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $67.8K as of Q2 2026.
Newton One Investments sold 6 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $4.02K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of Newton One Investments's portfolio in Q2 2026, its #63 holding.
Newton One Investments first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2020 and has held it in 22 quarters since.
Newton One Investments's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $69.1K in Q4 2024.
1,535 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Newton One Investments's 13F filing for Q2 2026, filed 22 Jul 2026.