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

JNBA Financial 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	$618K	Sell	878 -9	-1%	-$6.03K	0.05%	136
2026 Q1	$547K	Sell	887 -33	-4%	-$20.9K	0.05%	140
2025 Q4	$555K	Sell	920 -4	-0.4%	-$2.39K	0.05%	134
2025 Q3	$551K	Sell	924 -9	-1%	-$5.28K	0.05%	130
2025 Q2	$529K	Sell	933 -10	-1%	-$5.37K	0.05%	129
2025 Q1	$503K	Sell	943 -22	-2%	-$12.5K	0.05%	129
2024 Q4	$550K	Sell	965 -5	-0.5%	-$2.93K	0.06%	127
2024 Q3	$553K	Sell	970 -34	-3%	-$18.7K	0.06%	128
2024 Q2	$537K	Sell	1,004 -33	-3%	-$17.7K	0.06%	127
2024 Q1	$577K	Sell	1,037 -22	-2%	-$11.4K	0.06%	126
2023 Q4	$537K	Hold	1,059	–	–	0.06%	128
2023 Q3	$484K	Sell	1,059 -3	-0.3%	-$1.44K	0.06%	127
2023 Q2	$509K	Hold	1,062	–	–	0.06%	126
2023 Q1	$487K	Sell	1,062 -15	-1%	-$6.99K	0.06%	129
2022 Q4	$477K	Hold	1,077	–	–	0.07%	129
2022 Q3	$433K	Hold	1,077	–	–	0.07%	128
2022 Q2	$445K	Hold	1,077	–	–	0.07%	125
2022 Q1	$528K	Sell	1,077 -98	-8%	-$47.7K	0.07%	123
2021 Q4	$608K	Hold	1,175	–	–	0.07%	121
2021 Q3	$565K	Hold	1,175	–	–	0.08%	116
2021 Q2	$577K	Hold	1,175	–	–	0.08%	110
2021 Q1	$559K	Hold	1,175	–	–	0.08%	110
2020 Q4	$493K	Buy	1,175 +480	+69%	+$185K	0.08%	109
2020 Q3	$236K	Sell	695 -17	-2%	-$5.8K	0.05%	144
2020 Q2	$231K	Sell	712 -55	-7%	-$16.7K	0.05%	143
2020 Q1	$202K	Buy	767 +17	+2%	+$5.76K	0.05%	139
2019 Q4	$282K	Sell	750 -81	-10%	-$29.3K	0.05%	132
2019 Q3	$293K	Sell	831 -15	-2%	-$5.26K	0.06%	121
2019 Q2	$300K	Hold	846	–	–	0.06%	124
2019 Q1	$292K	Buy	846 +300	+55%	+$101K	0.06%	121
2018 Q4	$165K	Sell	546 -1,122	-67%	-$374K	0.04%	137
2018 Q3	$613K	Buy	1,668 +1,122	+205%	+$411K	0.28%	68
2018 Q2	$194K	Hold	546	–	–	0.04%	131
2018 Q1	$187K	Hold	546	–	–	0.04%	129
2017 Q4	$189K	Hold	546	–	–	0.04%	129
2017 Q3	$178K	Hold	546	–	–	0.04%	125
2017 Q2	$173K	Hold	546	–	–	0.04%	129
2017 Q1	$171K	Sell	546 -50	-8%	-$15.5K	0.04%	128
2016 Q4	$180K	Buy	596 +349	+141%	+$101K	0.04%	122
2016 Q3	$70K	Sell	247 -349	-59%	-$98.3K	0.01%	446
2016 Q2	$162K	Hold	596	–	–	0.05%	133
2016 Q1	$157K	Buy	596 +299	+101%	+$72.8K	0.06%	118
2015 Q4	$75K	Hold	297	–	–	0.03%	163
2015 Q3	$74K	Hold	297	–	–	0.03%	157
2015 Q2	$81K	Hold	297	–	–	0.03%	150
2015 Q1	$82K	Hold	297	–	–	0.03%	150
2014 Q4	$78K	Hold	297	–	–	0.03%	154
2014 Q3	$74K	Hold	297	–	–	0.03%	162
2014 Q2	$77K	Hold	297	–	–	0.04%	149
2014 Q1	$74K	Hold	297	–	–	0.04%	145
2013 Q4	$73K	Hold	297	–	–	0.04%	145
2013 Q3	$67K	Hold	297	–	–	0.04%	146
2013 Q2	$62K	Buy	+297	New	+$62.8K	0.04%	141

Other funds holding MDY

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

PAI

Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFG Advisors St. Louis, Missouri $725M AUM 27.52% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

JNBA Financial Advisors's MDY Position: Q2 2026 in Review

JNBA Financial Advisors reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1% in Q2 2026, selling an estimated $6.03K and leaving 878 shares worth $618K. The position accounts for 0.05% of the portfolio, ranked #136.

JNBA Financial Advisors first reported a position in MDY in Q2 2013 and has held it in 53 quarters since. 574 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

JNBA Financial Advisors held 878 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $618K as of Q2 2026.
JNBA Financial Advisors sold 9 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $6.03K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.05% of JNBA Financial Advisors's portfolio in Q2 2026, its #136 holding.
JNBA Financial Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and has held it in 53 quarters since.
574 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.