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

Bogart Wealth LLC’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	$297K	Hold	422	–	–	0.01%	233
2026 Q1	$260K	Sell	422 -238	-36%	-$151K	0.01%	226
2025 Q4	$398K	Hold	660	–	–	0.02%	188
2025 Q3	$393K	Hold	660	–	–	0.02%	182
2025 Q2	$374K	Hold	660	–	–	0.02%	183
2025 Q1	$352K	Sell	660 -249	-27%	-$141K	0.02%	180
2024 Q4	$518K	Buy	909 +36	+4%	+$21.1K	0.02%	152
2024 Q3	$497K	Hold	873	–	–	0.02%	150
2024 Q2	$467K	Hold	873	–	–	0.02%	153
2024 Q1	$486K	Hold	873	–	–	0.03%	144
2023 Q4	$443K	Hold	873	–	–	0.03%	151
2023 Q3	$399K	Hold	873	–	–	0.02%	150
2023 Q2	$418K	Hold	873	–	–	0.03%	152
2023 Q1	$400K	Hold	873	–	–	0.03%	142
2022 Q4	$387K	Hold	873	–	–	0.03%	146
2022 Q3	$351K	Buy	+873	New	+$386K	0.03%	141

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

Bogart Wealth LLC's MDY Position: Q2 2026 in Review

Bogart Wealth LLC held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 422 shares worth $297K. The position accounts for 0.01% of the portfolio, ranked #233.

Bogart Wealth LLC first reported a position in MDY in Q3 2022 and has held it in 16 quarters since. The position peaked at $518K in Q4 2024. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Bogart Wealth LLC held 422 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $297K as of Q2 2026.
Bogart Wealth LLC 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 0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #233 holding.
Bogart Wealth LLC first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2022 and has held it in 16 quarters since.
Bogart Wealth LLC's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $518K in Q4 2024.
1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.