Blue Bell Private Wealth Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
Other funds holding MDY
Blue Bell Private Wealth Management's MDY Position: Q1 2026 in Review
Blue Bell Private Wealth Management held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 332 shares worth $205K. The position accounts for 0.03% of the portfolio, ranked #265.
Blue Bell Private Wealth Management first reported a position in MDY in Q4 2013 and has held it in 30 quarters since. The position peaked at $313K in Q4 2023. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.
- Blue Bell Private Wealth Management held 332 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $205K as of Q1 2026.
- Blue Bell Private Wealth Management left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q1 2026.
- State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.03% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #265 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 30 quarters since.
- Blue Bell Private Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $313K in Q4 2023.
- 1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.
Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.