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

Jackson Wealth 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 Q4	–	Sell	-1,231	Closed	-$562K	–	149
2023 Q3	$562K	Buy	+1,231	New	+$590K	0.08%	101
2023 Q1	–	Sell	-1,004	Closed	-$445K	–	159
2022 Q4	$445K	Buy	+1,004	New	+$444K	0.16%	72
2021 Q2	–	Sell	-1,574	Closed	-$749K	–	131
2021 Q1	$749K	Buy	1,574 +347	+28%	+$158K	0.11%	99
2020 Q4	$515K	Buy	+1,227	New	+$473K	0.07%	113
2020 Q3	–	Sell	-1,262	Closed	-$410K	–	136
2020 Q2	$410K	Buy	+1,262	New	+$383K	0.07%	113
2015 Q3	–	Sell	-12,950	Closed	-$3.53M	–	130
2015 Q2	$3.53M	Sell	12,950 -2,776	-18%	-$772K	1.19%	19
2015 Q1	$4.36M	Buy	15,726 +1,184	+8%	+$319K	1.4%	12
2014 Q4	$3.84M	Buy	+14,542	New	+$3.72M	1.25%	20

Other funds holding MDY

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

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Jackson Wealth Management's MDY Position: Q4 2023 in Review

Jackson Wealth Management sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2023, closing a stake of 1,231 shares — an estimated $562K sold.

Jackson Wealth Management first reported a position in MDY in Q4 2014 and held it in 8 quarters. The position peaked at $4.36M in Q1 2015. 1,232 funds tracked by Wall St. Rank hold MDY as of Q4 2023.

Jackson Wealth Management reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2023 after selling out during the quarter.
Jackson Wealth Management sold 1,231 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2023, an estimated $562K.
Jackson Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2014 and held it in 8 quarters.
Jackson Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $4.36M in Q1 2015.
1,232 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2023.

Based on Jackson Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.