Northeast Financial Consultants’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Northeast Financial Consultants’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
2025 Q2	$291K	Hold	513	–	–	0.01%	254
2025 Q1	$274K	Hold	513	–	–	0.01%	248
2024 Q4	$292K	Hold	513	–	–	0.01%	244
2024 Q3	$292K	Hold	513	–	–	0.01%	239
2024 Q2	$274K	Hold	513	–	–	0.01%	236
2024 Q1	$285K	Buy	+513	New	+$266K	0.01%	242
2021 Q1	–	Sell	-920	Closed	-$386K	–	335
2020 Q4	$386K	Hold	920	–	–	0.03%	226
2020 Q3	$312K	Hold	920	–	–	0.03%	227
2020 Q2	$299K	Hold	920	–	–	0.03%	219
2020 Q1	$242K	Hold	920	–	–	0.03%	226
2019 Q4	$345K	Hold	920	–	–	0.03%	217
2019 Q3	$324K	Hold	920	–	–	0.03%	231
2019 Q2	$326K	Hold	920	–	–	0.03%	231
2019 Q1	$318K	Buy	+920	New	+$309K	0.04%	226
2018 Q4	–	Sell	-600	Closed	-$220K	–	190
2018 Q3	$220K	Hold	600	–	–	0.06%	134
2018 Q2	$213K	Hold	600	–	–	0.07%	133
2018 Q1	$205K	Hold	600	–	–	0.07%	137
2017 Q4	$207K	Buy	+600	New	+$202K	0.07%	141

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

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

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

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

MCM

Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return

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

Northeast Financial Consultants's MDY Position: Q2 2025 in Review

Northeast Financial Consultants held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2025 at 513 shares worth $291K. The position accounts for 0.01% of the portfolio, ranked #254.

Northeast Financial Consultants first reported a position in MDY in Q4 2017 and has held it in 18 quarters since. The position peaked at $386K in Q4 2020. 1,346 funds tracked by Wall St. Rank hold MDY as of Q2 2025.

Northeast Financial Consultants held 513 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $291K as of Q2 2025.
Northeast Financial Consultants left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2025.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.01% of Northeast Financial Consultants's portfolio in Q2 2025, its #254 holding.
Northeast Financial Consultants first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2017 and has held it in 18 quarters since.
Northeast Financial Consultants's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $386K in Q4 2020.
1,346 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.