JTF
MDY icon

J. Team Financial’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

J. Team Financial’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 		$365K Hold
518
– – 0.35% 59
2026
Q1 		$319K Sell
518
-47
-8% -$29.8K 0.36% 56
2025
Q4 		$341K Sell
565
-48
-8% -$28.7K 0.34% 63
2025
Q3 		$366K Buy
+613
New +$360K 0.37% 53

Other funds holding MDY

MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

J. Team Financial's MDY Position: Q2 2026 in Review

J. Team Financial held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 518 shares worth $365K. The position accounts for 0.35% of the portfolio, ranked #59.

J. Team Financial first reported a position in MDY in Q3 2025 and has held it in 4 quarters since. The position peaked at $366K in Q3 2025. 975 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • J. Team Financial held 518 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $365K as of Q2 2026.
  • J. Team Financial 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 0.35% of J. Team Financial's portfolio in Q2 2026, its #59 holding.
  • J. Team Financial first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2025 and has held it in 4 quarters since.
  • J. Team Financial's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $366K in Q3 2025.
  • 975 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on J. Team Financial's 13F filing for Q2 2026, filed 27 Jul 2026.