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

Blue Edge Capital’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
Q1 		$5.31M Buy
8,616
+5,633
+189% +$3.57M 0.71% 39
2025
Q4 		$1.8M Sell
2,983
-7,673
-72% -$4.59M 0.24% 65
2025
Q3 		$6.35M Sell
10,656
-380
-3% -$223K 0.9% 29
2025
Q2 		$6.25M Buy
11,036
+43
+0.4% +$23.1K 0.93% 29
2025
Q1 		$5.86M Buy
10,993
+24
+0.2% +$13.6K 0.94% 31
2024
Q4 		$6.25M Sell
10,969
-125
-1% -$73.3K 0.98% 29
2024
Q3 		$6.32M Buy
11,094
+4,795
+76% +$2.64M 0.98% 30
2024
Q2 		$3.37M Sell
6,299
-30
-0.5% -$16.1K 0.56% 49
2024
Q1 		$3.52M Buy
6,329
+3,360
+113% +$1.74M 0.59% 52
2023
Q4 		$1.51M Buy
2,969
+344
+13% +$160K 0.28% 62
2023
Q3 		$1.2M Buy
2,625
+4
+0.2% +$1.92K 0.25% 64
2023
Q2 		$1.26M Buy
2,621
+3
+0.1% +$1.37K 0.25% 61
2023
Q1 		$1.2M Sell
2,618
-39
-1% -$18.2K 0.26% 60
2022
Q4 		$1.18M Buy
2,657
+5
+0.2% +$2.21K 0.27% 64
2022
Q3 		$1.07M Buy
2,652
+3
+0.1% +$1.32K 0.26% 67
2022
Q2 		$1.1M Buy
2,649
+3
+0.1% +$1.35K 0.25% 66
2022
Q1 		$1.3M Sell
2,646
-37
-1% -$18K 0.26% 69
2021
Q4 		$1.39M Buy
2,683
+303
+13% +$154K 0.27% 68
2021
Q3 		$1.14M Buy
2,380
+83
+4% +$40.8K 0.24% 67
2021
Q2 		$1.13M Buy
2,297
+1
+0% +$493 0.23% 70
2021
Q1 		$1.09M Buy
2,296
+4
+0.2% +$1.82K 0.24% 67
2020
Q4 		$962K Buy
2,292
+3
+0.1% +$1.16K 0.23% 71
2020
Q3 		$776K Buy
2,289
+6
+0.3% +$2.05K 0.21% 68
2020
Q2 		$741K Buy
2,283
+4
+0.2% +$1.21K 0.22% 66
2020
Q1 		$599K Buy
2,279
+4
+0.2% +$1.36K 0.22% 72
2019
Q4 		$393K Buy
2,275
+4
+0.2% +$1.45K 0.12% 80
2019
Q3 		$801K Buy
2,271
+4
+0.2% +$1.4K 0.27% 60
2019
Q2 		$804K Buy
2,267
+2
+0.1% +$699 0.28% 58
2019
Q1 		$782K Buy
2,265
+4
+0.2% +$1.35K 0.3% 60
2018
Q4 		$684K Buy
2,261
+3
+0.1% +$999 0.29% 60
2018
Q3 		$830K Buy
2,258
+3
+0.1% +$1.1K 0.31% 61
2018
Q2 		$801K Buy
2,255
+73
+3% +$25.7K 0.32% 57
2018
Q1 		$746K Buy
2,182
+3
+0.1% +$1.04K 0.3% 64
2017
Q4 		$752K Buy
2,179
+5
+0.2% +$1.69K 0.3% 64
2017
Q3 		$709K Buy
2,174
+80
+4% +$25.4K 0.32% 63
2017
Q2 		$665K Buy
2,094
+83
+4% +$26.1K 0.31% 65
2017
Q1 		$628K Buy
2,011
+4
+0.2% +$1.24K 0.31% 65
2016
Q4 		$606K Buy
2,007
+4
+0.2% +$1.16K 0.34% 64
2016
Q3 		$565K Buy
2,003
+3
+0.2% +$845 0.31% 66
2016
Q2 		$544K Hold
2,000
– – 0.3% 67
2016
Q1 		$525K Buy
+2,000
New +$487K 0.31% 66

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Blue Edge Capital's MDY Position: Q1 2026 in Review

Blue Edge Capital increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 189% in Q1 2026, buying an estimated $3.57M and bringing the position to 8,616 shares worth $5.31M. The position accounts for 0.71% of the portfolio, ranked #39.

Blue Edge Capital first reported a position in MDY in Q1 2016 and has held it in 41 quarters since. The position peaked at $6.35M in Q3 2025. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • Blue Edge Capital held 8,616 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $5.31M as of Q1 2026.
  • Blue Edge Capital bought 5,633 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $3.57M.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.71% of Blue Edge Capital's portfolio in Q1 2026, its #39 holding.
  • Blue Edge Capital first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2016 and has held it in 41 quarters since.
  • Blue Edge Capital's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $6.35M in Q3 2025.
  • 1,447 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Blue Edge Capital's 13F filing for Q1 2026, filed 2 Jun 2026.