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BCWM
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
Shares
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
$1.37T AUM
24.88%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
US Bancorp
Minneapolis, Minnesota
$82.4B AUM
19.69%
1-Year Est. Return
V
Veritable
Wilmington, Delaware
$6.46B AUM
17.32%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
RJA
Raymond James & Associates
St Petersburg, Florida
$164B AUM
33.91%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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