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

Blue Chip 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
2020 Q3	$1.02M	Buy	3,006 +4	+0.1%	+$1.36K	0.8%	33
2020 Q2	$974K	Buy	3,002 +7	+0.2%	+$2.12K	0.92%	31
2020 Q1	$787K	Sell	2,995 -280	-9%	-$94.9K	0.98%	29
2019 Q4	$1.23M	Buy	3,275 +5	+0.2%	+$1.81K	1.14%	23
2019 Q3	$1.15M	Buy	3,270 +6	+0.2%	+$2.1K	1.2%	22
2019 Q2	$1.16M	Sell	3,264 -21	-0.6%	-$7.34K	1.22%	25
2019 Q1	$1.14M	Sell	3,285 -118	-3%	-$39.7K	1.29%	24
2018 Q4	$1.03M	Sell	3,403 -689	-17%	-$229K	1.35%	22
2018 Q3	$1.5M	Buy	4,092 +6	+0.1%	+$2.2K	1.52%	17
2018 Q2	$1.45M	Buy	4,086 +5	+0.1%	+$1.76K	1.58%	16
2018 Q1	$1.4M	Buy	+4,081	New	+$1.42M	1.43%	16

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Blue Chip Wealth Management's MDY Position: Q3 2020 in Review

Blue Chip Wealth Management increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.13% in Q3 2020, buying an estimated $1.36K and bringing the position to 3,006 shares worth $1.02M. The position accounts for 0.8% of the portfolio, ranked #33.

Blue Chip Wealth Management first reported a position in MDY in Q1 2018 and has held it in 11 quarters since. The position peaked at $1.5M in Q3 2018. 851 funds tracked by Wall St. Rank hold MDY as of Q3 2020.

Blue Chip Wealth Management held 3,006 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.02M as of Q3 2020.
Blue Chip Wealth Management bought 4 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q3 2020, an estimated $1.36K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.8% of Blue Chip Wealth Management's portfolio in Q3 2020, its #33 holding.
Blue Chip Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2018 and has held it in 11 quarters since.
Blue Chip Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.5M in Q3 2018.
851 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2020.

Based on Blue Chip Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.