JC
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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
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

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
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
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

Jacobs & Co's MDY Position: Q2 2026 in Review

Jacobs & Co held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 370 shares worth $260K. 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 8 quarters since. 761 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Jacobs & Co held 370 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $260K as of Q2 2026.
  • Jacobs & Co left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2026.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of Jacobs & Co's portfolio in Q2 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 8 quarters since.
  • 761 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Jacobs & Co's 13F filing for Q2 2026, filed 9 Jul 2026.