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J.M. Forbes & Co’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

J.M. Forbes & Co’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 		$252K Hold
358
– – 0.02% 145
2026
Q1 		$221K Hold
358
– – 0.02% 144
2025
Q4 		$216K Buy
358
+20
+6% +$12K 0.02% 138
2025
Q3 		$201K Buy
+338
New +$198K 0.02% 139
2023
Q1 		– Sell
-536
Closed -$237K – 110
2022
Q4 		$237K Buy
+536
New +$237K 0.03% 100

Other funds holding MDY

CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IFG Advisors St. Louis, Missouri $725M AUM 27.52% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

J.M. Forbes & Co's MDY Position: Q2 2026 in Review

J.M. Forbes & Co held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 358 shares worth $252K. The position accounts for 0.02% of the portfolio, ranked #145.

J.M. Forbes & Co first reported a position in MDY in Q4 2022 and has held it in 5 quarters since. 465 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • J.M. Forbes & Co held 358 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $252K as of Q2 2026.
  • J.M. Forbes & Co 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 0.02% of J.M. Forbes & Co's portfolio in Q2 2026, its #145 holding.
  • J.M. Forbes & Co first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2022 and has held it in 5 quarters since.
  • 465 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on J.M. Forbes & Co's 13F filing for Q2 2026, filed 20 Jul 2026.