JIC
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Joel Isaacson & Co’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Joel Isaacson & Co’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 		$4.25M Buy
6,042
+197
+3% +$132K 0.12% 85
2026
Q1 		$3.61M Buy
5,845
+49
+0.8% +$31.1K 0.12% 81
2025
Q4 		$3.5M Buy
5,796
+346
+6% +$207K 0.12% 82
2025
Q3 		$3.25M Sell
5,450
-26
-0.5% -$15.3K 0.12% 84
2025
Q2 		$3.1M Buy
5,476
+12
+0.2% +$6.44K 0.13% 81
2025
Q1 		$2.91M Buy
5,464
+52
+1% +$29.5K 0.13% 73
2024
Q4 		$3.08M Sell
5,412
-44
-0.8% -$25.8K 0.14% 68
2024
Q3 		$3.11M Sell
5,456
-33
-0.6% -$18.2K 0.15% 68
2024
Q2 		$2.94M Buy
5,489
+7
+0.1% +$3.76K 0.15% 64
2024
Q1 		$3.05M Buy
5,482
+13
+0.2% +$6.73K 0.17% 59
2023
Q4 		$2.78M Buy
5,469
+139
+3% +$64.5K 0.17% 56
2023
Q3 		$2.43M Buy
5,330
+263
+5% +$126K 0.17% 59
2023
Q2 		$2.43M Buy
5,067
+7
+0.1% +$3.19K 0.16% 59
2023
Q1 		$2.32M Buy
5,060
+6
+0.1% +$2.8K 0.17% 62
2022
Q4 		$2.24M Buy
5,054
+1,077
+27% +$476K 0.17% 64
2022
Q3 		$1.6M Buy
3,977
+1,736
+77% +$767K 0.14% 70
2022
Q2 		$927K Buy
2,241
+328
+17% +$148K 0.08% 109
2022
Q1 		$914K Buy
1,913
+54
+3% +$26.3K 0.07% 118
2021
Q4 		$962K Buy
1,859
+4
+0.2% +$2.04K 0.07% 123
2021
Q3 		$892K Sell
1,855
-98
-5% -$48.1K 0.07% 123
2021
Q2 		$959K Buy
1,953
+52
+3% +$25.6K 0.07% 110
2021
Q1 		$905K Buy
1,901
+114
+6% +$52K 0.08% 106
2020
Q4 		$751K Hold
1,787
– – 0.07% 111
2020
Q3 		$606K Hold
1,787
– – 0.08% 110
2020
Q2 		$580K Hold
1,787
– – 0.08% 108
2020
Q1 		$470K Hold
1,787
– – 0.08% 107
2019
Q4 		$671K Hold
1,787
– – 0.09% 98
2019
Q3 		$630K Hold
1,787
– – 0.09% 100
2019
Q2 		$634K Hold
1,787
– – 0.09% 101
2019
Q1 		$617K Hold
1,787
– – 0.09% 117
2018
Q4 		$573K Hold
1,787
– – 0.09% 120
2018
Q3 		$657K Buy
1,787
+300
+20% +$110K 0.1% 97
2018
Q2 		$528K Sell
1,487
-185
-11% -$65K 0.09% 112
2018
Q1 		$571K Buy
1,672
+185
+12% +$64.4K 0.1% 103
2017
Q4 		$514K Hold
1,487
– – 0.09% 107
2017
Q3 		$485K Hold
1,487
– – 0.09% 104
2017
Q2 		$472K Hold
1,487
– – 0.09% 99
2017
Q1 		$465K Buy
1,487
+165
+12% +$51.2K 0.09% 100
2016
Q4 		$399K Hold
1,322
– – 0.08% 101
2016
Q3 		$373K Hold
1,322
– – 0.08% 114
2016
Q2 		$360K Buy
1,322
+726
+122% +$194K 0.08% 118
2016
Q1 		$157K Hold
596
– – 0.03% 199
2015
Q4 		$151K Hold
596
– – 0.04% 186
2015
Q3 		$148K Hold
596
– – 0.04% 183
2015
Q2 		$163K Hold
596
– – 0.04% 191
2015
Q1 		$165K Hold
596
– – 0.04% 194
2014
Q4 		$157K Buy
596
+1
+0.2% +$256 0.04% 181
2014
Q3 		$148K Sell
595
-137
-19% -$35.2K 0.05% 162
2014
Q2 		$191K Buy
732
+76
+12% +$19K 0.06% 130
2014
Q1 		$164K Buy
656
+102
+18% +$25K 0.06% 144
2013
Q4 		$135K Hold
554
– – 0.05% 155
2013
Q3 		$125K Hold
554
– – 0.05% 150
2013
Q2 		$116K Buy
+554
New +$117K 0.05% 134

Other funds holding MDY

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Joel Isaacson & Co's MDY Position: Q2 2026 in Review

Joel Isaacson & Co increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 3.4% in Q2 2026, buying an estimated $132K and bringing the position to 6,042 shares worth $4.25M. The position accounts for 0.12% of the portfolio, ranked #85.

Joel Isaacson & Co first reported a position in MDY in Q2 2013 and has held it in 53 quarters since. 1,033 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Joel Isaacson & Co held 6,042 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $4.25M as of Q2 2026.
  • Joel Isaacson & Co bought 197 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $132K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.12% of Joel Isaacson & Co's portfolio in Q2 2026, its #85 holding.
  • Joel Isaacson & Co 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.
  • 1,033 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.