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

Blue Zone Wealth Advisors’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	$1.29M	Hold	1,840	–	–	0.23%	58
2026 Q1	$1.13M	Sell	1,840 -4	-0.2%	-$2.54K	0.23%	60
2025 Q4	$1.11M	Buy	1,844 +631	+52%	+$378K	0.21%	67
2025 Q3	$723K	Buy	+1,213	New	+$712K	0.14%	74
2024 Q1	–	Sell	-400	Closed	-$203K	–	89
2023 Q4	$203K	Buy	+400	New	+$186K	0.08%	77
2023 Q1	–	Sell	-635	Closed	-$281K	–	87
2022 Q4	$281K	Hold	635	–	–	0.15%	70
2022 Q3	$255K	Hold	635	–	–	0.13%	74
2022 Q2	$263K	Hold	635	–	–	0.12%	75
2022 Q1	$311K	Sell	635 -54	-8%	-$26.3K	0.12%	78
2021 Q4	$357K	Hold	689	–	–	0.12%	85
2021 Q3	$331K	Buy	+689	New	+$338K	0.11%	85

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

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

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

Blue Zone Wealth Advisors's MDY Position: Q2 2026 in Review

Blue Zone Wealth Advisors held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 1,840 shares worth $1.29M. The position accounts for 0.23% of the portfolio, ranked #58.

Blue Zone Wealth Advisors first reported a position in MDY in Q3 2021 and has held it in 11 quarters since. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Blue Zone Wealth Advisors held 1,840 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.29M as of Q2 2026.
Blue Zone Wealth Advisors left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.23% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #58 holding.
Blue Zone Wealth Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2021 and has held it in 11 quarters since.
1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.