J. Safra Asset Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

J. Safra Asset 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	$649K	Hold	923	–	–	0.03%	156
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

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

J. Safra Asset Management's MDY Position: Q2 2026 in Review

J. Safra Asset Management held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 923 shares worth $649K. The position accounts for 0.03% of the portfolio, ranked #156.

J. Safra Asset Management first reported a position in MDY in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.22M in Q4 2025. 1,543 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

J. Safra Asset Management held 923 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $649K as of Q2 2026.
J. Safra Asset Management 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 0.03% of J. Safra Asset Management's portfolio in Q2 2026, its #156 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 5 quarters since.
J. Safra Asset Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.22M in Q4 2025.
1,543 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.