NorthStar Asset Management (Massachusetts)’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

NorthStar Asset Management (Massachusetts)’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	$306K	Sell	435 -21	-5%	-$14.1K	0.09%	69
2026 Q1	$281K	Hold	456	–	–	0.09%	71
2025 Q4	$275K	Sell	456 -1	-0.2%	-$598	0.07%	74
2025 Q3	$272K	Buy	+457	New	+$268K	0.07%	63
2022 Q1	–	Sell	-654	Closed	-$339K	–	82
2021 Q4	$339K	Hold	654	–	–	0.09%	68
2021 Q3	$314K	Hold	654	–	–	0.08%	73
2021 Q2	$321K	Sell	654 -233	-26%	-$115K	0.09%	73
2021 Q1	$422K	Buy	+887	New	+$404K	0.13%	56

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

NorthStar Asset Management (Massachusetts)'s MDY Position: Q2 2026 in Review

NorthStar Asset Management (Massachusetts) reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 4.6% in Q2 2026, selling an estimated $14.1K and leaving 435 shares worth $306K. The position accounts for 0.09% of the portfolio, ranked #69.

NorthStar Asset Management (Massachusetts) first reported a position in MDY in Q1 2021 and has held it in 8 quarters since. The position peaked at $422K in Q1 2021. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

NorthStar Asset Management (Massachusetts) held 435 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $306K as of Q2 2026.
NorthStar Asset Management (Massachusetts) sold 21 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $14.1K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.09% of NorthStar Asset Management (Massachusetts)'s portfolio in Q2 2026, its #69 holding.
NorthStar Asset Management (Massachusetts) first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2021 and has held it in 8 quarters since.
NorthStar Asset Management (Massachusetts)'s State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $422K in Q1 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 NorthStar Asset Management (Massachusetts)'s 13F filing for Q2 2026, filed 28 Jul 2026.