J2 Capital Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

J2 Capital 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
2023 Q3	$228K	Hold	500	–	–	0.29%	89
2023 Q2	$239K	Hold	500	–	–	0.28%	92
2023 Q1	$229K	Hold	500	–	–	0.35%	82
2022 Q4	$221K	Hold	500	–	–	0.38%	79
2022 Q3	$201K	Hold	500	–	–	0.38%	74
2022 Q2	$207K	Buy	+500	New	+$226K	0.32%	83

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 20.8% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

J2 Capital Management's MDY Position: Q3 2023 in Review

J2 Capital Management held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q3 2023 at 500 shares worth $228K. The position accounts for 0.29% of the portfolio, ranked #89.

J2 Capital Management first reported a position in MDY in Q2 2022 and has held it in 6 quarters since. The position peaked at $239K in Q2 2023. 1,157 funds tracked by Wall St. Rank hold MDY as of Q3 2023.

J2 Capital Management held 500 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $228K as of Q3 2023.
J2 Capital Management left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q3 2023.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.29% of J2 Capital Management's portfolio in Q3 2023, its #89 holding.
J2 Capital Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2022 and has held it in 6 quarters since.
J2 Capital Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $239K in Q2 2023.
1,157 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2023.

Based on J2 Capital Management's 13F filing for Q3 2023, filed 11 Oct 2023.