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

Chesapeake Wealth Management’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	$200K	Buy	+285	New	+$191K	0.06%	168
2021 Q4	–	Sell	-525	Closed	-$252K	–	203
2021 Q3	$252K	Sell	525 -785	-60%	-$386K	0.09%	184
2021 Q2	$643K	Sell	1,310 -5	-0.4%	-$2.47K	0.21%	107
2021 Q1	$626K	Sell	1,315 -253	-16%	-$115K	0.21%	108
2020 Q4	$658K	Sell	1,568 -12	-0.8%	-$4.62K	0.22%	105
2020 Q3	$535K	Hold	1,580	–	–	0.2%	112
2020 Q2	$513K	Hold	1,580	–	–	0.2%	112
2020 Q1	$415K	Sell	1,580 -233	-13%	-$79K	0.19%	109
2019 Q4	$681K	Sell	1,813 -24	-1%	-$8.68K	0.26%	97
2019 Q3	$647K	Hold	1,837	–	–	0.26%	103
2019 Q2	$651K	Hold	1,837	–	–	0.27%	102
2019 Q1	$634K	Hold	1,837	–	–	0.28%	99
2018 Q4	$556K	Buy	1,837 +1,232	+204%	+$410K	0.28%	92
2018 Q3	$222K	Hold	605	–	–	0.1%	176
2018 Q2	$215K	Hold	605	–	–	0.1%	176
2018 Q1	$207K	Buy	+605	New	+$211K	0.1%	176

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

Chesapeake Wealth Management's MDY Position: Q2 2026 in Review

Chesapeake Wealth Management opened a new position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2026: 285 shares worth $200K. The stake represents 0.06% of the portfolio and ranks #168 among its holdings. This is a return to the name: Chesapeake Wealth Management previously reported a position in MDY as recently as Q3 2021.

Chesapeake Wealth Management first reported a position in MDY in Q1 2018 and has held it in 16 quarters since. The position peaked at $681K in Q4 2019. 1,535 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Chesapeake Wealth Management held 285 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $200K as of Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust was a new Chesapeake Wealth Management position in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.06% of Chesapeake Wealth Management's portfolio in Q2 2026, its #168 holding.
Chesapeake Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2018 and has held it in 16 quarters since.
Chesapeake Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $681K in Q4 2019.
1,535 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Chesapeake Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.