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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JDM Financial Group's MDY Position: Q1 2026 in Review

JDM Financial Group increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 3,813% in Q1 2026, buying an estimated $16.6M and bringing the position to 26,960 shares worth $451K. The position accounts for 0.17% of the portfolio, ranked #47.

JDM Financial Group first reported a position in MDY in Q4 2022 and has held it in 14 quarters since. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

JDM Financial Group held 26,960 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $451K as of Q1 2026.
JDM Financial Group bought 26,271 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $16.6M.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.17% of JDM Financial Group's portfolio in Q1 2026, its #47 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 14 quarters since.
1,447 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on JDM Financial Group's 13F filing for Q1 2026, filed 21 May 2026.