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

Blue Fin 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 Q2	$3.17M	Buy	4,509 +290	+7%	+$194K	0.46%	45
2026 Q1	$2.6M	Buy	4,219 +502	+14%	+$318K	0.43%	47
2025 Q4	$2.24M	Buy	3,717 +182	+5%	+$109K	0.35%	52
2025 Q3	$2.11M	Buy	3,535 +452	+15%	+$265K	0.33%	52
2025 Q2	$1.75M	Sell	3,083 -464	-13%	-$249K	0.3%	55
2025 Q1	$1.89M	Sell	3,547 -12	-0.3%	-$6.81K	0.37%	52
2024 Q4	$2.03M	Buy	3,559 +50	+1%	+$29.3K	0.37%	49
2024 Q3	$2M	Buy	3,509 +340	+11%	+$187K	0.38%	49
2024 Q2	$1.7M	Buy	3,169 +263	+9%	+$141K	0.34%	53
2024 Q1	$1.62M	Buy	2,906 +402	+16%	+$208K	0.36%	54
2023 Q4	$1.27M	Buy	2,504 +710	+40%	+$330K	0.33%	61
2023 Q3	$819K	Buy	1,794 +701	+64%	+$336K	0.24%	76
2023 Q2	$523K	Buy	1,093 +86	+9%	+$39.2K	0.15%	85
2023 Q1	$443K	Buy	1,007 +419	+71%	+$195K	0.14%	94
2022 Q4	$260K	Buy	+588	New	+$260K	0.1%	115

Other funds holding MDY

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.22B AUM 29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Blue Fin Capital's MDY Position: Q2 2026 in Review

Blue Fin Capital increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 6.9% in Q2 2026, buying an estimated $194K and bringing the position to 4,509 shares worth $3.17M. The position accounts for 0.46% of the portfolio, ranked #45.

Blue Fin Capital first reported a position in MDY in Q4 2022 and has held it in 15 quarters since. 851 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Blue Fin Capital held 4,509 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $3.17M as of Q2 2026.
Blue Fin Capital bought 290 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $194K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.46% of Blue Fin Capital's portfolio in Q2 2026, its #45 holding.
Blue Fin Capital first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2022 and has held it in 15 quarters since.
851 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Blue Fin Capital's 13F filing for Q2 2026, filed 4 Aug 2026.