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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$217K Sell
308
-134
-30% -$89.7K 0.08% 161
2026
Q1
$273K Hold
442
0.12% 128
2025
Q4
$267K Buy
442
+29
+7% +$17.4K 0.11% 136
2025
Q3
$246K Buy
413
+52
+14% +$30.5K 0.11% 137
2025
Q2
$204K Buy
+361
New +$194K 0.09% 166

Other funds holding MDY

BlueChip Wealth Advisors's MDY Position: Q2 2026 in Review

BlueChip Wealth Advisors reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 30% in Q2 2026, selling an estimated $89.7K and leaving 308 shares worth $217K. The position accounts for 0.08% of the portfolio, ranked #161.

BlueChip Wealth Advisors first reported a position in MDY in Q2 2025 and has held it in 5 quarters since. The position peaked at $273K in Q1 2026. 1,533 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • BlueChip Wealth Advisors held 308 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $217K as of Q2 2026.
  • BlueChip Wealth Advisors sold 134 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $89.7K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.08% of BlueChip Wealth Advisors's portfolio in Q2 2026, its #161 holding.
  • BlueChip Wealth Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2025 and has held it in 5 quarters since.
  • BlueChip Wealth Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $273K in Q1 2026.
  • 1,533 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.