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Blue Chip Partners’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Blue Chip Partners’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
2024
Q4 		– Sell
-200
Closed -$114K – 185
2024
Q3 		$114K Hold
200
– – 0.01% 182
2024
Q2 		$107K Hold
200
– – 0.01% 180
2024
Q1 		$111K Buy
+200
New +$104K 0.01% 175

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Blue Chip Partners's MDY Position: Q4 2024 in Review

Blue Chip Partners sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2024, closing a stake of 200 shares — an estimated $114K sold.

Blue Chip Partners first reported a position in MDY in Q1 2024 and held it in 3 quarters. The position peaked at $114K in Q3 2024. 1,408 funds tracked by Wall St. Rank hold MDY as of Q4 2024.

  • Blue Chip Partners reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2024 after selling out during the quarter.
  • Blue Chip Partners sold 200 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2024, an estimated $114K.
  • Blue Chip Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2024 and held it in 3 quarters.
  • Blue Chip Partners's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $114K in Q3 2024.
  • 1,408 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2024.

Based on Blue Chip Partners's 13F filing for Q4 2024, filed 31 Jan 2025.