J. Safra Asset Management’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
Q1
$569K Sell
923
-1,099
-54% -$696K 0.03% 150
2025
Q4
$1.22M Buy
2,022
+1,099
+119% +$658K 0.06% 83
2025
Q3
$550K Buy
+923
New +$542K 0.03% 114
2025
Q1
Sell
-45
Closed -$25.6K 376
2024
Q4
$25.6K Buy
+45
New +$26.4K ﹤0.01% 231

Other funds holding MDY

J. Safra Asset Management's MDY Position: Q1 2026 in Review

J. Safra Asset Management reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 54% in Q1 2026, selling an estimated $696K and leaving 923 shares worth $569K. The position accounts for 0.03% of the portfolio, ranked #150.

J. Safra Asset Management first reported a position in MDY in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.22M in Q4 2025. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • J. Safra Asset Management held 923 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $569K as of Q1 2026.
  • J. Safra Asset Management sold 1,099 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $696K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.03% of J. Safra Asset Management's portfolio in Q1 2026, its #150 holding.
  • J. Safra Asset Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2024 and has held it in 4 quarters since.
  • J. Safra Asset Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.22M in Q4 2025.
  • 1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.