Jackson Hole Capital Partners’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Jackson Hole Capital Partners’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 Q1	$323K	Hold	523	–	–	0.05%	185
2025 Q4	$316K	Hold	523	–	–	0.05%	179
2025 Q3	$312K	Hold	523	–	–	0.05%	179
2025 Q2	$296K	Hold	523	–	–	0.05%	173
2025 Q1	$279K	Hold	523	–	–	0.06%	176
2024 Q4	$298K	Hold	523	–	–	0.06%	173
2024 Q3	$298K	Hold	523	–	–	0.06%	165
2024 Q2	$280K	Hold	523	–	–	0.06%	173
2024 Q1	$291K	Hold	523	–	–	0.07%	172
2023 Q4	$265K	Hold	523	–	–	0.07%	176
2023 Q3	$239K	Hold	523	–	–	0.07%	173
2023 Q2	$250K	Sell	523 -10	-2%	-$4.55K	0.07%	178
2023 Q1	$244K	Hold	533	–	–	0.06%	192
2022 Q4	$236K	Hold	533	–	–	0.07%	162
2022 Q3	$214K	Hold	533	–	–	0.07%	174
2022 Q2	$220K	Hold	533	–	–	0.07%	164
2022 Q1	$261K	Hold	533	–	–	0.08%	160
2021 Q4	$276K	Hold	533	–	–	0.09%	155
2021 Q3	$256K	Hold	533	–	–	0.08%	161
2021 Q2	$262K	Hold	533	–	–	0.09%	154
2021 Q1	$254K	Buy	+533	New	+$243K	0.1%	149

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jackson Hole Capital Partners's MDY Position: Q1 2026 in Review

Jackson Hole Capital Partners held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q1 2026 at 523 shares worth $323K. The position accounts for 0.05% of the portfolio, ranked #185.

Jackson Hole Capital Partners first reported a position in MDY in Q1 2021 and has held it in 21 quarters since. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Jackson Hole Capital Partners held 523 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $323K as of Q1 2026.
Jackson Hole Capital Partners left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.05% of Jackson Hole Capital Partners's portfolio in Q1 2026, its #185 holding.
Jackson Hole Capital Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2021 and has held it in 21 quarters since.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Jackson Hole Capital Partners's 13F filing for Q1 2026, filed 8 May 2026.