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

Northeast Investment Management’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 		$350K Buy
497
+125
+34% +$83.7K 0.01% 166
2026
Q1 		$229K Hold
372
– – 0.01% 183
2025
Q4 		$224K Hold
372
– – 0.01% 179
2025
Q3 		$222K Hold
372
– – 0.01% 172
2025
Q2 		$211K Buy
+372
New +$200K 0.01% 181
2025
Q1 		– Sell
-372
Closed -$212K – 185
2024
Q4 		$212K Hold
372
– – 0.01% 174
2024
Q3 		$212K Buy
+372
New +$205K 0.01% 179
2024
Q2 		– Sell
-362
Closed -$201K – 186
2024
Q1 		$201K Buy
+362
New +$188K 0.01% 182
2023
Q3 		– Sell
-465
Closed -$223K – 185
2023
Q2 		$223K Buy
465
+13
+3% +$5.92K 0.01% 176
2023
Q1 		$207K Buy
+452
New +$211K 0.01% 172
2018
Q4 		– Sell
-545
Closed -$200K – 168
2018
Q3 		$200K Buy
+545
New +$200K 0.02% 166
2017
Q2 		– Sell
-705
Closed -$220K – 163
2017
Q1 		$220K Hold
705
– – 0.02% 151
2016
Q4 		$213K Buy
+705
New +$204K 0.02% 153
2014
Q1 		– Sell
-845
Closed -$206K – 173
2013
Q4 		$206K Sell
845
-330
-28% -$77.6K 0.02% 159
2013
Q3 		$266K Hold
1,175
– – 0.03% 138
2013
Q2 		$247K Buy
+1,175
New +$248K 0.03% 136

Other funds holding MDY

CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IFG Advisors St. Louis, Missouri $725M AUM 27.52% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

Northeast Investment Management's MDY Position: Q2 2026 in Review

Northeast Investment Management increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 34% in Q2 2026, buying an estimated $83.7K and bringing the position to 497 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #166.

Northeast Investment Management first reported a position in MDY in Q2 2013 and has held it in 16 quarters since. 574 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Northeast Investment Management held 497 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $350K as of Q2 2026.
  • Northeast Investment Management bought 125 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $83.7K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.01% of Northeast Investment Management's portfolio in Q2 2026, its #166 holding.
  • Northeast Investment Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and has held it in 16 quarters since.
  • 574 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Northeast Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.