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

Blue Trust Inc’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 		$359K Sell
511
-421
-45% -$282K ﹤0.01% 587
2026
Q1 		$575K Sell
932
-170
-15% -$108K 0.01% 441
2025
Q4 		$665K Buy
1,102
+205
+23% +$123K 0.01% 388
2025
Q3 		$535K Sell
897
-29
-3% -$17K 0.01% 464
2025
Q2 		$525K Sell
926
-19
-2% -$10.2K 0.01% 427
2025
Q1 		$504K Buy
945
+191
+25% +$108K 0.01% 407
2024
Q4 		$429K Buy
754
+35
+5% +$20.5K 0.01% 414
2024
Q3 		$385K Sell
719
-8
-1% -$4.41K 0.01% 565
2024
Q2 		$405K Hold
727
– – 0.01% 455
2024
Q1 		$405K Buy
727
+28
+4% +$14.5K 0.01% 314
2023
Q4 		$319K Hold
699
– – 0.01% 323
2023
Q3 		$335K Hold
699
– – 0.01% 320
2023
Q2 		$320K Buy
699
+286
+69% +$130K 0.01% 297
2023
Q1 		$183K Sell
413
-48
-10% -$22.4K ﹤0.01% 574
2022
Q4 		$185K Buy
461
+183
+66% +$80.9K ﹤0.01% 481
2022
Q3 		$115K Sell
278
-51
-16% -$22.5K ﹤0.01% 483
2022
Q2 		$161K Buy
+329
New +$149K ﹤0.01% 368

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Blue Trust Inc's MDY Position: Q2 2026 in Review

Blue Trust Inc reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 45% in Q2 2026, selling an estimated $282K and leaving 511 shares worth $359K. The position accounts for ﹤0.01% of the portfolio, ranked #587.

Blue Trust Inc first reported a position in MDY in Q2 2022 and has held it in 17 quarters since. The position peaked at $665K in Q4 2025. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Blue Trust Inc held 511 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $359K as of Q2 2026.
  • Blue Trust Inc sold 421 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $282K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #587 holding.
  • Blue Trust Inc first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $665K in Q4 2025.
  • 1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.