Blue Bell Private Wealth Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Blue Bell Private Wealth 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	$198K	Sell	282 -50	-15%	-$33.5K	0.02%	282
2026 Q1	$205K	Hold	332	–	–	0.03%	265
2025 Q4	$200K	Hold	332	–	–	0.03%	257
2025 Q3	$198K	Hold	332	–	–	0.03%	251
2025 Q2	$188K	Hold	332	–	–	0.03%	241
2025 Q1	$177K	Hold	332	–	–	0.03%	235
2024 Q4	$189K	Hold	332	–	–	0.04%	215
2024 Q3	$189K	Hold	332	–	–	0.04%	214
2024 Q2	$178K	Sell	332 -135	-29%	-$72.6K	0.04%	207
2024 Q1	$260K	Sell	467 -150	-24%	-$77.7K	0.06%	157
2023 Q4	$313K	Buy	617 +380	+160%	+$176K	0.07%	130
2023 Q3	$108K	Sell	237 -11	-4%	-$5.27K	0.03%	190
2023 Q2	$119K	Hold	248	–	–	0.03%	180
2023 Q1	$114K	Hold	248	–	–	0.03%	165
2022 Q4	$110K	Hold	248	–	–	0.04%	157
2022 Q3	$100K	Hold	248	–	–	0.04%	153
2022 Q2	$103K	Hold	248	–	–	0.03%	152
2022 Q1	$122K	Hold	248	–	–	0.03%	144
2021 Q4	$128K	Hold	248	–	–	0.03%	138
2021 Q3	$120K	Hold	248	–	–	0.04%	86
2021 Q2	$122K	Sell	248 -18	-7%	-$8.88K	0.04%	91
2021 Q1	$127K	Sell	266 -4	-1%	-$1.82K	0.04%	92
2020 Q4	$110K	Sell	270 -35	-11%	-$13.5K	0.04%	84
2020 Q3	$103K	Sell	305 -90	-23%	-$30.7K	0.04%	88
2020 Q2	$130K	Sell	395 -105	-21%	-$31.8K	0.06%	76
2020 Q1	$131K	Buy	500 +325	+186%	+$110K	0.07%	66
2019 Q4	$66K	Buy	+175	New	+$63.3K	0.03%	94
2014 Q4	–	Sell	-21	Closed	-$5K	–	436
2014 Q3	$5K	Sell	21 -40	-66%	-$10.3K	﹤0.01%	412
2014 Q2	$16K	Hold	61	–	–	0.01%	334
2014 Q1	$15K	Sell	61 -14	-19%	-$3.43K	0.01%	321
2013 Q4	$18K	Buy	+75	New	+$17.6K	0.01%	327

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

Blue Bell Private Wealth Management's MDY Position: Q2 2026 in Review

Blue Bell Private Wealth Management reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 15% in Q2 2026, selling an estimated $33.5K and leaving 282 shares worth $198K. The position accounts for 0.02% of the portfolio, ranked #282.

Blue Bell Private Wealth Management first reported a position in MDY in Q4 2013 and has held it in 31 quarters since. The position peaked at $313K in Q4 2023. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Blue Bell Private Wealth Management held 282 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $198K as of Q2 2026.
Blue Bell Private Wealth Management sold 50 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $33.5K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #282 holding.
Blue Bell Private Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2013 and has held it in 31 quarters since.
Blue Bell Private Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $313K in Q4 2023.
1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.