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

Jacobs Levy Equity 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
2021 Q2	–	Sell	-1,908	Closed	-$908K	–	1082
2021 Q1	$908K	Hold	1,908	–	–	0.01%	757
2020 Q4	$801K	Sell	1,908 -2,472	-56%	-$952K	0.01%	767
2020 Q3	$1.48M	Hold	4,380	–	–	0.02%	575
2020 Q2	$1.42M	Hold	4,380	–	–	0.02%	597
2020 Q1	$1.15M	Hold	4,380	–	–	0.01%	592
2019 Q4	$1.64M	Hold	4,380	–	–	0.02%	581
2019 Q3	$1.54M	Sell	4,380 -700	-14%	-$245K	0.02%	558
2019 Q2	$1.8M	Hold	5,080	–	–	0.02%	545
2019 Q1	$1.75M	Hold	5,080	–	–	0.03%	537
2018 Q4	$1.54M	Sell	5,080 -13,347	-72%	-$4.44M	0.03%	520
2018 Q3	$6.77M	Buy	18,427 +13,347	+263%	+$4.89M	0.1%	243
2018 Q2	$1.8M	Hold	5,080	–	–	0.03%	532
2018 Q1	$1.74M	Hold	5,080	–	–	0.03%	511
2017 Q4	$1.75M	Hold	5,080	–	–	0.03%	488
2017 Q3	$1.66M	Hold	5,080	–	–	0.03%	489
2017 Q2	$1.61M	Hold	5,080	–	–	0.03%	485
2017 Q1	$1.59M	Sell	5,080 -119,800	-96%	-$37.2M	0.03%	464
2016 Q4	$37.7M	Buy	124,880 +119,800	+2,358%	+$34.6M	0.73%	15
2016 Q3	$1.43M	Hold	5,080	–	–	0.03%	493
2016 Q2	$1.38M	Sell	5,080 -2,920	-37%	-$780K	0.03%	501
2016 Q1	$2.1M	Hold	8,000	–	–	0.04%	396
2015 Q4	$2.03M	Hold	8,000	–	–	0.04%	344
2015 Q3	$1.99M	Hold	8,000	–	–	0.04%	360
2015 Q2	$2.19M	Hold	8,000	–	–	0.04%	363
2015 Q1	$2.22M	Sell	8,000 -2,500	-24%	-$674K	0.04%	353
2014 Q4	$2.77M	Hold	10,500	–	–	0.05%	330
2014 Q3	$2.62M	Hold	10,500	–	–	0.04%	344
2014 Q2	$2.74M	Hold	10,500	–	–	0.05%	352
2014 Q1	$2.63M	Buy	10,500 +1,300	+14%	+$319K	0.04%	354
2013 Q4	$2.25M	Hold	9,200	–	–	0.03%	410
2013 Q3	$2.08M	Hold	9,200	–	–	0.04%	406
2013 Q2	$1.93M	Buy	+9,200	New	+$1.95M	0.03%	422

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jacobs Levy Equity Management's MDY Position: Q2 2021 in Review

Jacobs Levy Equity Management sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2021, closing a stake of 1,908 shares — an estimated $908K sold.

Jacobs Levy Equity Management first reported a position in MDY in Q2 2013 and held it in 32 quarters. The position peaked at $37.7M in Q4 2016. 1,040 funds tracked by Wall St. Rank hold MDY as of Q2 2021.

Jacobs Levy Equity Management reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q2 2021 after selling out during the quarter.
Jacobs Levy Equity Management sold 1,908 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2021, an estimated $908K.
Jacobs Levy Equity Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and held it in 32 quarters.
Jacobs Levy Equity Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $37.7M in Q4 2016.
1,040 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2021.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2021, filed 16 Aug 2021.