JFS Wealth Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

JFS Wealth Advisors’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	$1.44M	Sell	2,043 -10	-0.5%	-$6.7K	0.07%	138
2026 Q1	$1.27M	Hold	2,053	–	–	0.07%	145
2025 Q4	$1.24M	Hold	2,053	–	–	0.07%	147
2025 Q3	$1.22M	Sell	2,053 -18	-0.9%	-$10.6K	0.07%	150
2025 Q2	$1.17M	Sell	2,071 -15	-0.7%	-$8.05K	0.07%	142
2025 Q1	$1.11M	Buy	2,086 +52	+3%	+$29.5K	0.08%	140
2024 Q4	$1.16M	Hold	2,034	–	–	0.08%	129
2024 Q3	$1.16M	Hold	2,034	–	–	0.08%	137
2024 Q2	$1.09M	Buy	2,034 +155	+8%	+$83.3K	0.09%	107
2024 Q1	$1.05M	Buy	1,879 +778	+71%	+$403K	0.08%	112
2023 Q4	$559K	Buy	1,101 +432	+65%	+$201K	0.05%	144
2023 Q3	$305K	Hold	669	–	–	0.03%	177
2023 Q2	$320K	Hold	669	–	–	0.03%	175
2023 Q1	$307K	Hold	669	–	–	0.03%	175
2022 Q4	$296K	Buy	669 +117	+21%	+$51.7K	0.03%	182
2022 Q3	$222K	Hold	552	–	–	0.02%	204
2022 Q2	$228K	Hold	552	–	–	0.02%	199
2022 Q1	$271K	Hold	552	–	–	0.03%	201
2021 Q4	$286K	Sell	552 -92	-14%	-$46.8K	0.03%	196
2021 Q3	$310K	Hold	644	–	–	0.03%	182
2021 Q2	$316K	Hold	644	–	–	0.05%	140
2021 Q1	$307K	Sell	644 -65	-9%	-$29.6K	0.06%	122
2020 Q4	$298K	Hold	709	–	–	0.06%	122
2020 Q3	$240K	Sell	709 -210	-23%	-$71.7K	0.06%	124
2020 Q2	$298K	Buy	919 +210	+30%	+$63.7K	0.08%	114
2020 Q1	$186K	Hold	709	–	–	0.06%	127
2019 Q4	$266K	Hold	709	–	–	0.07%	123
2019 Q3	$250K	Sell	709 -540	-43%	-$189K	0.06%	124
2019 Q2	$443K	Sell	1,249 -50	-4%	-$17.5K	0.11%	96
2019 Q1	$449K	Buy	1,299 +1	+0.1%	+$336	0.12%	95
2018 Q4	$393K	Sell	1,298 -40	-3%	-$13.3K	0.11%	99
2018 Q3	$492K	Sell	1,338 -48	-3%	-$17.6K	0.13%	92
2018 Q2	$492K	Hold	1,386	–	–	0.13%	89
2018 Q1	$474K	Buy	1,386 +1	+0.1%	+$348	0.13%	90
2017 Q4	$479K	Hold	1,385	–	–	0.12%	90
2017 Q3	$452K	Hold	1,385	–	–	0.12%	90
2017 Q2	$440K	Hold	1,385	–	–	0.12%	82
2017 Q1	$418K	Hold	1,385	–	–	0.11%	92
2016 Q4	$418K	Buy	1,385 +1	+0.1%	+$289	0.11%	92
2016 Q3	$391K	Hold	1,384	–	–	0.11%	90
2016 Q2	$377K	Hold	1,384	–	–	0.1%	109
2016 Q1	$364K	Buy	1,384 +1	+0.1%	+$243	0.11%	94
2015 Q4	$352K	Buy	1,383 +633	+84%	+$165K	0.1%	99
2015 Q3	$187K	Buy	750 +650	+650%	+$172K	0.08%	108
2015 Q2	$27K	Hold	100	–	–	0.01%	239
2015 Q1	$28K	Hold	100	–	–	0.01%	239
2014 Q4	$26K	Hold	100	–	–	﹤0.01%	258
2014 Q3	$25K	Hold	100	–	–	﹤0.01%	242
2014 Q2	$26K	Buy	+100	New	+$25K	﹤0.01%	240

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

JFS Wealth Advisors's MDY Position: Q2 2026 in Review

JFS Wealth Advisors reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.49% in Q2 2026, selling an estimated $6.7K and leaving 2,043 shares worth $1.44M. The position accounts for 0.07% of the portfolio, ranked #138.

JFS Wealth Advisors first reported a position in MDY in Q2 2014 and has held it in 49 quarters since. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

JFS Wealth Advisors held 2,043 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.44M as of Q2 2026.
JFS Wealth Advisors sold 10 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $6.7K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.07% of JFS Wealth Advisors's portfolio in Q2 2026, its #138 holding.
JFS Wealth Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2014 and has held it in 49 quarters since.
1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.