Jim Simons
MDY icon

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

Jim Simons’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 		$7.85M Buy
+12,720
New +$8.06M 0.01% 1104
2025
Q4 		– Sell
-5,200
Closed -$3.1M – 3548
2025
Q3 		$3.1M Buy
5,200
+1,500
+41% +$880K ﹤0.01% 1769
2025
Q2 		$2.1M Sell
3,700
-9,800
-73% -$5.26M ﹤0.01% 2079
2025
Q1 		$7.2M Sell
13,500
-3,700
-22% -$2.1M 0.01% 1197
2024
Q4 		$9.8M Buy
+17,200
New +$10.1M 0.01% 1029
2023
Q4 		– Sell
-5,800
Closed -$2.65M – 3970
2023
Q3 		$2.65M Buy
+5,800
New +$2.78M ﹤0.01% 1692
2023
Q1 		– Sell
-4,200
Closed -$1.86M – 4240
2022
Q4 		$1.86M Buy
4,200
+2,300
+121% +$1.02M ﹤0.01% 2114
2022
Q3 		$763K Sell
1,900
-1,200
-39% -$530K ﹤0.01% 2657
2022
Q2 		$1.28M Sell
3,100
-3,700
-54% -$1.67M ﹤0.01% 2537
2022
Q1 		$3.33M Buy
+6,800
New +$3.31M ﹤0.01% 1854
2021
Q3 		– Sell
-13,400
Closed -$6.58M – 3696
2021
Q2 		$6.58M Buy
+13,400
New +$6.61M 0.01% 1460
2020
Q3 		– Sell
-2,600
Closed -$844K – 3555
2020
Q2 		$844K Buy
+2,600
New +$788K ﹤0.01% 2630
2019
Q4 		– Sell
-700
Closed -$247K – 3649
2019
Q3 		$247K Sell
700
-1,200
-63% -$420K ﹤0.01% 3088
2019
Q2 		$674K Buy
+1,900
New +$664K ﹤0.01% 2873
2019
Q1 		– Sell
-3,100
Closed -$938K – 3596
2018
Q4 		$938K Buy
3,100
+700
+29% +$233K ﹤0.01% 2605
2018
Q3 		$882K Sell
2,400
-6,000
-71% -$2.2M ﹤0.01% 2654
2018
Q2 		$2.98M Buy
+8,400
New +$2.95M ﹤0.01% 2068

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 $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jim Simons's MDY Position: Q1 2026 in Review

Jim Simons opened a new position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2026: 12,720 shares worth $7.85M. The stake represents 0.01% of the portfolio and ranks #1104 among its holdings. This is a return to the name: Jim Simons previously reported a position in MDY as recently as Q3 2025.

Jim Simons first reported a position in MDY in Q2 2018 and has held it in 17 quarters since. The position peaked at $9.8M in Q4 2024. 1,450 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • Jim Simons held 12,720 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $7.85M as of Q1 2026.
  • State Street SPDR S&P MIDCAP 400 ETF Trust was a new Jim Simons position in Q1 2026.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.01% of Jim Simons's portfolio in Q1 2026, its #1104 holding.
  • Jim Simons first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2018 and has held it in 17 quarters since.
  • Jim Simons's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $9.8M in Q4 2024.
  • 1,450 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.