Jacobs & Co’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Jacobs & Co’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 Q3	$242K	Hold	370	–	–	0.02%	119
2026 Q2	$260K	Hold	370	–	–	0.02%	119
2026 Q1	$228K	Hold	370	–	–	0.02%	119
2025 Q4	$223K	Hold	370	–	–	0.02%	120
2025 Q3	$220K	Hold	370	–	–	0.02%	120
2025 Q2	$209K	Buy	+370	New	+$199K	0.02%	119
2025 Q1	–	Sell	-370	Closed	-$210K	–	126
2024 Q4	$210K	Hold	370	–	–	0.02%	124
2024 Q3	$210K	Buy	+370	New	+$204K	0.02%	125
2024 Q2	–	Sell	-370	Closed	-$205K	–	123
2024 Q1	$205K	Buy	+370	New	+$192K	0.02%	122

Other funds holding MDY

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Montag & Associates Atlanta, Georgia $2.33B AUM 20.88% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $382M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Jacobs & Co's MDY Position: Q3 2026 in Review

Jacobs & Co held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q3 2026 at 370 shares worth $242K. The position accounts for 0.02% of the portfolio, ranked #119.

Jacobs & Co first reported a position in MDY in Q1 2024 and has held it in 9 quarters since. The position peaked at $260K in Q2 2026. 679 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

Jacobs & Co held 370 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $242K as of Q3 2026.
Jacobs & Co left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q3 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of Jacobs & Co's portfolio in Q3 2026, its #119 holding.
Jacobs & Co first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2024 and has held it in 9 quarters since.
Jacobs & Co's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $260K in Q2 2026.
679 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on Jacobs & Co's 13F filing for Q3 2026, filed 9 Oct 2026.