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

JB Capital’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 		$212K Sell
343
-30
-8% -$19K 0.01% 247
2025
Q4 		$225K Buy
+373
New +$223K 0.01% 242

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

JB Capital's MDY Position: Q1 2026 in Review

JB Capital reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 8% in Q1 2026, selling an estimated $19K and leaving 343 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #247.

JB Capital first reported a position in MDY in Q4 2025 and has held it in 2 quarters since. The position peaked at $225K in Q4 2025. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • JB Capital held 343 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $212K as of Q1 2026.
  • JB Capital sold 30 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $19K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.01% of JB Capital's portfolio in Q1 2026, its #247 holding.
  • JB Capital first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2025 and has held it in 2 quarters since.
  • JB Capital's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $225K 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 JB Capital's 13F filing for Q1 2026, filed 27 Apr 2026.