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

BlueSky 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	$435K	Hold	618	–	–	0.05%	77
2026 Q1	$381K	Hold	618	–	–	0.05%	79
2025 Q4	$373K	Hold	618	–	–	0.05%	63
2025 Q3	$368K	Buy	618 +125	+25%	+$73.4K	0.05%	62
2025 Q2	$279K	Hold	493	–	–	0.04%	65
2025 Q1	$263K	Hold	493	–	–	0.04%	65
2024 Q4	$281K	Hold	493	–	–	0.04%	64
2024 Q3	$281K	Hold	493	–	–	0.04%	63
2024 Q2	$264K	Buy	+493	New	+$265K	0.04%	65
2024 Q1	–	Sell	-493	Closed	-$250K	–	42
2023 Q4	$250K	Hold	493	–	–	0.05%	62
2023 Q3	$225K	Hold	493	–	–	0.05%	62
2023 Q2	$236K	Hold	493	–	–	0.05%	69
2023 Q1	$226K	Hold	493	–	–	0.05%	65
2022 Q4	$218K	Buy	+493	New	+$218K	0.05%	64
2022 Q3	–	Sell	-493	Closed	-$204K	–	67
2022 Q2	$204K	Hold	493	–	–	0.05%	61
2022 Q1	$242K	Hold	493	–	–	0.05%	62
2021 Q4	$255K	Hold	493	–	–	0.05%	64
2021 Q3	$237K	Hold	493	–	–	0.05%	61
2021 Q2	$243K	Sell	493 -469	-49%	-$231K	0.05%	60
2021 Q1	$470K	Hold	962	–	–	0.11%	39
2020 Q4	$404K	Hold	962	–	–	0.1%	38
2020 Q3	$349K	Hold	962	–	–	0.09%	37
2020 Q2	$312K	Hold	962	–	–	0.09%	39
2020 Q1	$253K	Sell	962 -37	-4%	-$12.5K	0.09%	42
2019 Q4	$374K	Hold	999	–	–	0.12%	49
2019 Q3	$341K	Buy	999 +37	+4%	+$13K	0.12%	52
2019 Q2	$341K	Sell	962 -4	-0.4%	-$1.4K	0.12%	53
2019 Q1	$339K	Buy	966 +3	+0.3%	+$1.01K	0.12%	49
2018 Q4	$313K	Buy	963 +1	+0.1%	+$333	0.12%	50
2018 Q3	$342K	Hold	962	–	–	0.13%	46
2018 Q2	$342K	Hold	962	–	–	0.13%	48
2018 Q1	$329K	Hold	962	–	–	0.13%	47
2017 Q4	$332K	Hold	962	–	–	0.14%	46
2017 Q3	$314K	Hold	962	–	–	0.14%	47
2017 Q2	$306K	Hold	962	–	–	0.14%	46
2017 Q1	$301K	Sell	962 -38	-4%	-$11.8K	0.14%	49
2016 Q4	$302K	Buy	+1,000	New	+$289K	0.15%	51

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

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

BlueSky Wealth Advisors held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 618 shares worth $435K. The position accounts for 0.05% of the portfolio, ranked #77.

BlueSky Wealth Advisors first reported a position in MDY in Q4 2016 and has held it in 37 quarters since. The position peaked at $470K in Q1 2021. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

BlueSky Wealth Advisors held 618 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $435K as of Q2 2026.
BlueSky 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 0.05% of BlueSky Wealth Advisors's portfolio in Q2 2026, its #77 holding.
BlueSky Wealth Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2016 and has held it in 37 quarters since.
BlueSky Wealth Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $470K in Q1 2021.
1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on BlueSky Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.