JDM Financial Group’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

JDM Financial Group’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	$485K	Sell	689 -26,271	-97%	-$17.6M	0.17%	45
2026 Q1	$451K	Buy	26,960 +26,271	+3,813%	+$16.6M	0.17%	47
2025 Q4	$416K	Hold	689	–	–	0.16%	47
2025 Q3	$411K	Hold	689	–	–	0.17%	42
2025 Q2	$390K	Hold	689	–	–	0.18%	41
2025 Q1	$368K	Sell	689 -25	-4%	-$14.2K	0.19%	41
2024 Q4	$407K	Hold	714	–	–	0.21%	35
2024 Q3	$407K	Buy	714 +25	+4%	+$13.8K	0.22%	34
2024 Q2	$369K	Hold	689	–	–	0.25%	33
2024 Q1	$383K	Sell	689 -51	-7%	-$26.4K	0.28%	30
2023 Q4	$375K	Hold	740	–	–	0.31%	26
2023 Q3	$338K	Hold	740	–	–	0.31%	27
2023 Q2	$354K	Hold	740	–	–	0.31%	27
2023 Q1	$339K	Buy	740 +1	+0.1%	+$466	0.31%	27
2022 Q4	$327K	Buy	+739	New	+$327K	0.31%	24

Other funds holding MDY

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

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

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

JDM Financial Group's MDY Position: Q2 2026 in Review

JDM Financial Group reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 97% in Q2 2026, selling an estimated $17.6M and leaving 689 shares worth $485K. The position accounts for 0.17% of the portfolio, ranked #45.

JDM Financial Group first reported a position in MDY in Q4 2022 and has held it in 15 quarters since. 1,535 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

JDM Financial Group held 689 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $485K as of Q2 2026.
JDM Financial Group sold 26,271 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $17.6M.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.17% of JDM Financial Group's portfolio in Q2 2026, its #45 holding.
JDM Financial Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2022 and has held it in 15 quarters since.
1,535 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.