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

Jefferies 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	$1.43M	Buy	+2,033	New	+$1.36M	0.01%	817
2024 Q4	–	Sell	-6,365	Closed	-$3.63M	–	1731
2024 Q3	$3.63M	Buy	+6,365	New	+$3.51M	0.03%	396

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

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

Jefferies Financial Group opened a new position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q2 2026: 2,033 shares worth $1.43M. The stake represents 0.01% of the portfolio and ranks #817 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in MDY as recently as Q3 2024.

Jefferies Financial Group first reported a position in MDY in Q3 2024 and has held it in 2 quarters since. The position peaked at $3.63M in Q3 2024. 1,543 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Jefferies Financial Group held 2,033 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.43M as of Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust was a new Jefferies Financial Group position in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #817 holding.
Jefferies Financial Group 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.
Jefferies Financial Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $3.63M in Q3 2024.
1,543 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.