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

Jacksonville 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
2026 Q1	$684K	Sell	1,109 -17	-2%	-$10.8K	0.46%	35
2025 Q4	$680K	Sell	1,126 -10	-0.9%	-$5.98K	0.48%	38
2025 Q3	$677K	Sell	1,136 -1	-0.1%	-$587	0.5%	37
2025 Q2	$644K	Sell	1,137 -25	-2%	-$13.4K	0.52%	37
2025 Q1	$620K	Sell	1,162 -46	-4%	-$26.1K	0.61%	34
2024 Q4	$688K	Buy	+1,208	New	+$708K	0.64%	33

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

Jacksonville Wealth Management's MDY Position: Q1 2026 in Review

Jacksonville Wealth Management reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.5% in Q1 2026, selling an estimated $10.8K and leaving 1,109 shares worth $684K. The position accounts for 0.46% of the portfolio, ranked #35.

Jacksonville Wealth Management first reported a position in MDY in Q4 2024 and has held it in 6 quarters since. The position peaked at $688K in Q4 2024. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Jacksonville Wealth Management held 1,109 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $684K as of Q1 2026.
Jacksonville Wealth Management sold 17 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $10.8K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.46% of Jacksonville Wealth Management's portfolio in Q1 2026, its #35 holding.
Jacksonville Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2024 and has held it in 6 quarters since.
Jacksonville Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $688K in Q4 2024.
1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Jacksonville Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.