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Jaffetilchin Investment Partners’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Jaffetilchin Investment Partners’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 		$282K Buy
+456
New +$289K 0.02% 373
2024
Q4 		– Sell
-20
Closed -$11.5K – 902
2024
Q3 		$11.5K Buy
+20
New +$11K ﹤0.01% 874

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jaffetilchin Investment Partners's MDY Position: Q1 2026 in Review

Jaffetilchin Investment Partners opened a new position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2026: 456 shares worth $282K. The stake represents 0.02% of the portfolio and ranks #373 among its holdings. This is a return to the name: Jaffetilchin Investment Partners previously reported a position in MDY as recently as Q3 2024.

Jaffetilchin Investment Partners first reported a position in MDY in Q3 2024 and has held it in 2 quarters since. 1,452 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • Jaffetilchin Investment Partners held 456 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $282K as of Q1 2026.
  • State Street SPDR S&P MIDCAP 400 ETF Trust was a new Jaffetilchin Investment Partners position in Q1 2026.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #373 holding.
  • Jaffetilchin Investment Partners first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2024 and has held it in 2 quarters since.
  • 1,452 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.