SEC 13F Intelligence

New Century Financial Group, LLC / MDY

New Century Financial Group, LLC’s State Str Spdr S&P Midcap 40 Position

Does New Century Financial Group, LLC own State Str Spdr S&P Midcap 40 (MDY)? Not currently — the last reported position was 6.7K shares worth $4M in Q3 2025; the fund’s latest 13F (Q4 2025) no longer reports it.

Position Value
$4M
Q3 2025
Shares
6.7K
% of Portfolio
+7.12%
Quarters Held
4
position exited

Position History MDY

Reported value by quarter
Q4 ’24: $4MQ4 ’24Q1 ’25: $3MQ1 ’25Q2 ’25: $4MQ2 ’25Q3 ’25: $4MQ3 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q3 20256.7K$4M+7.12%
Q2 20256.2K$4M+4.13%
Q1 20256.4K$3M+3.93%
Q4 20246.4K$4M+1.56%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See New Century Financial Group, LLC’s full portfolio or all institutional holders of MDY.