Jackson Grant Investment Advisers’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Jackson Grant Investment Advisers’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	$179K	Sell	254 -5	-2%	-$3.35K	0.06%	132
2026 Q1	$160K	Buy	259 +1	+0.4%	+$634	0.05%	133
2025 Q4	$156K	Sell	258 -2	-0.8%	-$1.2K	0.05%	134
2025 Q3	$155K	Buy	260 +1	+0.4%	+$587	0.05%	134
2025 Q2	$147K	Sell	259 -9	-3%	-$4.83K	0.05%	126
2025 Q1	$143K	Buy	268 +1	+0.4%	+$568	0.06%	124
2024 Q4	$152K	Buy	267 +1	+0.4%	+$586	0.06%	118
2024 Q3	$152K	Buy	266 +1	+0.4%	+$551	0.06%	123
2024 Q2	$142K	Hold	265	–	–	0.06%	123
2024 Q1	$147K	Buy	265 +1	+0.4%	+$518	0.06%	121
2023 Q4	$134K	Buy	264 +1	+0.4%	+$464	0.06%	126
2023 Q3	$120K	Buy	263 +1	+0.4%	+$479	0.06%	127
2023 Q2	$126K	Buy	262 +1	+0.4%	+$455	0.06%	126
2023 Q1	$120K	Hold	261	–	–	0.06%	137
2022 Q4	$115K	Buy	261 +2	+0.8%	+$884	0.06%	134
2022 Q3	$104K	Hold	259	–	–	0.05%	135
2022 Q2	$107K	Buy	259 +1	+0.4%	+$452	0.05%	136
2022 Q1	$127K	Buy	258 +1	+0.4%	+$487	0.05%	137
2021 Q4	$133K	Buy	257 +4	+2%	+$2.04K	0.07%	111
2021 Q3	$121K	Buy	253 +1	+0.4%	+$491	0.05%	137
2021 Q2	$124K	Buy	252 +1	+0.4%	+$493	0.05%	137
2021 Q1	$120K	Hold	251	–	–	0.06%	136
2020 Q4	$105K	Sell	251 -11	-4%	-$4.24K	0.05%	130
2020 Q3	$89K	Sell	262 -52	-17%	-$17.7K	0.05%	117
2020 Q2	$102K	Sell	314 -78	-20%	-$23.7K	0.06%	109
2020 Q1	$103K	Buy	392 +28	+8%	+$9.49K	0.08%	102
2019 Q4	$137K	Buy	364 +1	+0.3%	+$361	0.07%	108
2019 Q3	$128K	Buy	363 +13	+4%	+$4.55K	0.07%	109
2019 Q2	$124K	Buy	350 +10	+3%	+$3.5K	0.07%	109
2019 Q1	$117K	Buy	340 +2	+0.6%	+$673	0.07%	106
2018 Q4	$102K	Sell	338 -55	-14%	-$18.3K	0.07%	110
2018 Q3	$145K	Buy	393 +1	+0.3%	+$366	0.09%	98
2018 Q2	$139K	Buy	392 +1	+0.3%	+$352	0.1%	98
2018 Q1	$134K	Buy	391 +1	+0.3%	+$348	0.09%	98
2017 Q4	$135K	Buy	390 +2	+0.5%	+$674	0.09%	97
2017 Q3	$127K	Hold	388	–	–	0.09%	93
2017 Q2	$123K	Buy	388 +1	+0.3%	+$315	0.1%	88
2017 Q1	$121K	Sell	387 -112	-22%	-$34.8K	0.1%	88
2016 Q4	$151K	Buy	499 +2	+0.4%	+$578	0.13%	77
2016 Q3	$140K	Buy	497 +1	+0.2%	+$282	0.12%	72
2016 Q2	$135K	Buy	496 +1	+0.2%	+$267	0.12%	67
2016 Q1	$130K	Sell	495 -320	-39%	-$77.9K	0.12%	69
2015 Q4	$207K	Buy	+815	New	+$212K	0.2%	59

Other funds holding MDY

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

WTC

WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return

PAI

Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return

Jackson Grant Investment Advisers's MDY Position: Q2 2026 in Review

Jackson Grant Investment Advisers reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.9% in Q2 2026, selling an estimated $3.35K and leaving 254 shares worth $179K. The position accounts for 0.06% of the portfolio, ranked #132.

Jackson Grant Investment Advisers first reported a position in MDY in Q4 2015 and has held it in 43 quarters since. The position peaked at $207K in Q4 2015. 759 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Jackson Grant Investment Advisers held 254 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $179K as of Q2 2026.
Jackson Grant Investment Advisers sold 5 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $3.35K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.06% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #132 holding.
Jackson Grant Investment Advisers first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2015 and has held it in 43 quarters since.
Jackson Grant Investment Advisers's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $207K in Q4 2015.
759 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.