Janney Montgomery Scott
MDY icon

Janney Montgomery Scott’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Janney Montgomery Scott’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 		$27.4M Sell
44,437
-8,233
-16% -$5.22M 0.07% 276
2025
Q4 		$31.8M Buy
52,670
+5,526
+12% +$3.31M 0.07% 263
2025
Q3 		$28.1M Sell
47,144
-2,960
-6% -$1.74M 0.07% 276
2025
Q2 		$28.4M Buy
50,104
+8,239
+20% +$4.42M 0.07% 257
2025
Q1 		$22.3M Sell
41,865
-2,065
-5% -$1.17M 0.06% 305
2024
Q4 		$25M Buy
43,930
+3,435
+8% +$2.01M 0.07% 279
2024
Q3 		$23.1M Sell
40,495
-416
-1% -$229K 0.06% 299
2024
Q2 		$21.9M Buy
40,911
+261
+0.6% +$140K 0.07% 295
2024
Q1 		$22.6M Sell
40,650
-2,420
-6% -$1.25M 0.07% 298
2023
Q4 		$21.9M Buy
43,070
+5,572
+15% +$2.59M 0.07% 277
2023
Q3 		$17.1M Buy
37,498
+445
+1% +$213K 0.06% 289
2023
Q2 		$17.7M Buy
37,053
+2,254
+6% +$1.03M 0.06% 295
2023
Q1 		$16M Sell
34,799
-4,700
-12% -$2.19M 0.07% 288
2022
Q4 		$17.5M Buy
39,499
+6,088
+18% +$2.69M 0.07% 270
2022
Q3 		$13.4M Buy
33,411
+1,200
+4% +$530K 0.06% 307
2022
Q2 		$13.5M Buy
32,211
+9,481
+42% +$4.28M 0.06% 282
2022
Q1 		$11.1M Sell
22,730
-2,393
-10% -$1.16M 0.05% 356
2021
Q4 		$13M Buy
25,123
+1,991
+9% +$1.01M 0.05% 321
2021
Q3 		$11.1M Buy
23,132
+438
+2% +$215K 0.05% 340
2021
Q2 		$11.1M Buy
22,694
+1,884
+9% +$929K 0.05% 340
2021
Q1 		$9.91M Buy
20,810
+7,148
+52% +$3.26M 0.05% 334
2020
Q4 		$5.74M Buy
13,662
+503
+4% +$194K 0.03% 503
2020
Q3 		$4.46M Sell
13,159
-507
-4% -$173K 0.03% 521
2020
Q2 		$4.43M Sell
13,666
-5,817
-30% -$1.76M 0.03% 491
2020
Q1 		$5.12M Buy
19,483
+2,876
+17% +$975K 0.04% 390
2019
Q4 		$6.23M Buy
16,607
+939
+6% +$339K 0.04% 388
2019
Q3 		$5.52M Buy
15,668
+703
+5% +$246K 0.04% 404
2019
Q2 		$5.31M Sell
14,965
-1,449
-9% -$506K 0.04% 406
2019
Q1 		$5.67M Sell
16,414
-10,318
-39% -$3.47M 0.05% 367
2018
Q4 		$8.09M Buy
26,732
+7,723
+41% +$2.57M 0.08% 271
2018
Q3 		$6.99M Buy
19,009
+1,235
+7% +$452K 0.06% 324
2018
Q2 		$6.31M Buy
17,774
+572
+3% +$201K 0.06% 323
2018
Q1 		$5.88M Sell
17,202
-1,466
-8% -$510K 0.06% 332
2017
Q4 		$6.45M Buy
18,668
+1,081
+6% +$364K 0.07% 298
2017
Q3 		$5.74M Buy
17,587
+509
+3% +$162K 0.07% 302
2017
Q2 		$5.42M Buy
17,078
+4,746
+38% +$1.49M 0.07% 305
2017
Q1 		$3.85M Buy
12,332
+936
+8% +$290K 0.05% 361
2016
Q4 		$3.44M Buy
11,396
+3,827
+51% +$1.11M 0.05% 349
2016
Q3 		$2.14M Buy
+7,569
New +$2.13M 0.04% 416
2016
Q2 		– Sell
-6,764
Closed -$1.78M – 970
2016
Q1 		$1.78M Sell
6,764
-509
-7% -$124K 0.05% 360
2015
Q4 		$1.85M Sell
7,273
-241
-3% -$62.7K 0.05% 368
2015
Q3 		$1.87M Buy
7,514
+71
+1% +$18.8K 0.05% 352
2015
Q2 		$2.03M Sell
7,443
-122
-2% -$33.9K 0.04% 481
2015
Q1 		$2.1M Buy
7,565
+187
+3% +$50.4K 0.04% 554
2014
Q4 		$1.95M Sell
7,378
-359
-5% -$91.9K 0.04% 560
2014
Q3 		$1.93M Buy
7,737
+1,677
+28% +$430K 0.04% 532
2014
Q2 		$1.58M Sell
6,060
-1,150
-16% -$288K 0.03% 606
2014
Q1 		$1.81M Sell
7,210
-13,048
-64% -$3.2M 0.04% 496
2013
Q4 		$4.95M Buy
20,258
+1,477
+8% +$347K 0.13% 185
2013
Q3 		$4.25M Buy
+18,781
New +$4.18M 0.13% 192

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Janney Montgomery Scott's MDY Position: Q1 2026 in Review

Janney Montgomery Scott reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 16% in Q1 2026, selling an estimated $5.22M and leaving 44,437 shares worth $27.4M. The position accounts for 0.07% of the portfolio, ranked #276.

Janney Montgomery Scott first reported a position in MDY in Q3 2013 and has held it in 50 quarters since. The position peaked at $31.8M in Q4 2025. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • Janney Montgomery Scott held 44,437 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $27.4M as of Q1 2026.
  • Janney Montgomery Scott sold 8,233 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $5.22M.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.07% of Janney Montgomery Scott's portfolio in Q1 2026, its #276 holding.
  • Janney Montgomery Scott first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2013 and has held it in 50 quarters since.
  • Janney Montgomery Scott's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $31.8M in Q4 2025.
  • 1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.