JWCA
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J.W. Cole Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

J.W. Cole Advisors’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 		$4.99M Buy
7,093
+203
+3% +$136K 0.09% 243
2026
Q1 		$4.25M Sell
6,890
-403
-6% -$255K 0.14% 136
2025
Q4 		$3.13M Buy
7,293
+46
+0.6% +$27.5K 0.08% 261
2025
Q3 		$4.32M Sell
7,247
-99
-1% -$58.1K 0.08% 237
2025
Q2 		$4.16M Buy
7,346
+1,864
+34% +$1M 0.09% 224
2025
Q1 		$2.92M Sell
5,482
-49
-0.9% -$27.8K 0.09% 229
2024
Q4 		$3.15M Buy
5,531
+509
+10% +$298K 0.13% 160
2024
Q3 		$2.86M Sell
5,022
-78
-2% -$43K 0.12% 174
2024
Q2 		$2.73M Sell
5,100
-62
-1% -$33.3K 0.13% 165
2024
Q1 		$2.87M Sell
5,162
-2,512
-33% -$1.3M 0.14% 154
2023
Q4 		$3.89M Buy
7,674
+1,331
+21% +$618K 0.23% 99
2023
Q3 		$2.9M Buy
6,343
+1,416
+29% +$679K 0.21% 114
2023
Q2 		$2.36M Buy
4,927
+500
+11% +$228K 0.17% 145
2023
Q1 		$2.03M Sell
4,427
-3,077
-41% -$1.43M 0.14% 164
2022
Q4 		$3.32M Buy
7,504
+3,633
+94% +$1.61M 0.26% 98
2022
Q3 		$1.55M Sell
3,871
-50
-1% -$22.1K 0.13% 190
2022
Q2 		$1.62M Buy
3,921
+163
+4% +$73.6K 0.13% 185
2022
Q1 		$1.84M Sell
3,758
-340
-8% -$165K 0.12% 191
2021
Q4 		$2.12M Buy
4,098
+146
+4% +$74.3K 0.14% 177
2021
Q3 		$1.9M Sell
3,952
-783
-17% -$385K 0.14% 107
2021
Q2 		$2.33M Sell
4,735
-1,190
-20% -$587K 0.18% 124
2021
Q1 		$2.82M Buy
5,925
+2,714
+85% +$1.24M 0.27% 87
2020
Q4 		$1.35M Sell
3,211
-2,519
-44% -$970K 0.14% 181
2020
Q3 		$1.94M Buy
+5,730
New +$1.96M 0.15% 156
2020
Q1 		– Sell
-6,652
Closed -$2.5M – 348
2019
Q4 		$2.5M Buy
+6,652
New +$2.4M 0.31% 87

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
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 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
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 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

J.W. Cole Advisors's MDY Position: Q2 2026 in Review

J.W. Cole Advisors increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 2.9% in Q2 2026, buying an estimated $136K and bringing the position to 7,093 shares worth $4.99M. The position accounts for 0.09% of the portfolio, ranked #243.

J.W. Cole Advisors first reported a position in MDY in Q4 2019 and has held it in 25 quarters since. 524 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • J.W. Cole Advisors held 7,093 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $4.99M as of Q2 2026.
  • J.W. Cole Advisors bought 203 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $136K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.09% of J.W. Cole Advisors's portfolio in Q2 2026, its #243 holding.
  • J.W. Cole Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2019 and has held it in 25 quarters since.
  • 524 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.