Johnson Financial Group Inc (Wisconsin)’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	$3.46M	Sell	4,914 -2	-0%	-$1.34K	0.11%	92
2026 Q1	$3.04M	Hold	4,916	–	–	0.11%	99
2025 Q4	$2.98M	Buy	4,916 +400	+9%	+$239K	0.11%	98
2025 Q3	$2.7M	Sell	4,516 -16	-0.4%	-$9.39K	0.1%	105
2025 Q2	$2.58M	Sell	4,532 -76	-2%	-$40.8K	0.12%	99
2025 Q1	$2.46M	Sell	4,608 -405	-8%	-$230K	0.12%	95
2024 Q4	$2.96M	Buy	5,013 +365	+8%	+$214K	0.14%	87
2024 Q3	$2.66M	Sell	4,648 -1,595	-26%	-$879K	0.12%	93
2024 Q2	$3.35M	Sell	6,243 -71	-1%	-$38.2K	0.16%	77
2024 Q1	$3.52M	Buy	6,314 +414	+7%	+$214K	0.19%	52
2023 Q4	$3M	Buy	5,900 +1,715	+41%	+$796K	0.16%	54
2023 Q3	$1.91M	Sell	4,185 -316	-7%	-$151K	0.13%	73
2023 Q2	$2.16M	Sell	4,501 -25	-0.6%	-$11.4K	0.15%	75
2023 Q1	$2.08M	Sell	4,526 -8	-0.2%	-$3.73K	0.15%	67
2022 Q4	$2.01M	Sell	4,534 -168	-4%	-$74.3K	0.16%	62
2022 Q3	$2.03M	Sell	4,702 -36	-0.8%	-$15.9K	0.19%	59
2022 Q2	$1.96M	Buy	4,738 +1,820	+62%	+$822K	0.14%	66
2022 Q1	$1.43M	Sell	2,918 -9	-0.3%	-$4.38K	0.1%	100
2021 Q4	$1.52M	Sell	2,927 -30	-1%	-$15.3K	0.1%	104
2021 Q3	$1.42M	Sell	2,957 -23	-0.8%	-$11.3K	0.1%	100
2021 Q2	$1.46M	Sell	2,980 -36	-1%	-$17.8K	0.1%	100
2021 Q1	$1.44M	Sell	3,016 -32	-1%	-$14.6K	0.1%	99
2020 Q4	$1.28M	Buy	3,048 +175	+6%	+$67.4K	0.11%	92
2020 Q3	$974K	Sell	2,873 -207	-7%	-$70.7K	0.1%	95
2020 Q2	$1M	Sell	3,080 -1,127	-27%	-$342K	0.11%	85
2020 Q1	$1.11M	Sell	4,207 -731	-15%	-$248K	0.13%	78
2019 Q4	$1.85M	Sell	4,938 -331	-6%	-$120K	0.17%	68
2019 Q3	$1.86M	Buy	5,269 +50	+1%	+$17.5K	0.17%	95
2019 Q2	$1.85M	Sell	5,219 -890	-15%	-$311K	0.16%	88
2019 Q1	$2.11M	Sell	6,109 -336	-5%	-$113K	0.19%	77
2018 Q4	$1.95M	Buy	6,445 +3,494	+118%	+$1.16M	0.2%	74
2018 Q3	$1.08M	Sell	2,951 -130	-4%	-$47.6K	0.11%	128
2018 Q2	$1.09M	Sell	3,081 -950	-24%	-$334K	0.12%	122
2018 Q1	$1.38M	Hold	4,031	–	–	0.16%	107
2017 Q4	$1.39M	Sell	4,031 -35	-0.9%	-$11.8K	0.17%	104
2017 Q3	$1.33M	Buy	4,066 +47	+1%	+$14.9K	0.17%	97
2017 Q2	$1.28M	Sell	4,019 -150	-4%	-$47.2K	0.18%	100
2017 Q1	$1.3M	Buy	4,169 +244	+6%	+$75.7K	0.16%	129
2016 Q4	$1.18M	Sell	3,925 -619	-14%	-$179K	0.16%	133
2016 Q3	$1.28M	Sell	4,544 -1,020	-18%	-$287K	0.17%	120
2016 Q2	$1.51M	Buy	5,564 +4,744	+579%	+$1.27M	0.21%	106
2016 Q1	$215K	Sell	820 -125	-13%	-$30.4K	0.04%	241
2015 Q4	$240K	Hold	945	–	–	0.05%	229
2015 Q3	$235K	Sell	945 -62	-6%	-$16.4K	0.05%	230
2015 Q2	$275K	Sell	1,007 -41	-4%	-$11.4K	0.06%	225
2015 Q1	$291K	Sell	1,048 -75	-7%	-$20.2K	0.06%	226
2014 Q4	$296K	Buy	1,123 +498	+80%	+$127K	0.07%	198
2014 Q3	$156K	Hold	625	–	–	0.04%	263
2014 Q2	$163K	Buy	625 +125	+25%	+$31.3K	0.04%	263
2014 Q1	$125K	Hold	500	–	–	0.04%	255
2013 Q4	$122K	Buy	+500	New	+$118K	0.04%	259

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

Johnson Financial Group Inc (Wisconsin)'s MDY Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.04% in Q2 2026, selling an estimated $1.34K and leaving 4,914 shares worth $3.46M. The position accounts for 0.11% of the portfolio, ranked #92.

Johnson Financial Group Inc (Wisconsin) first reported a position in MDY in Q4 2013 and has held it in 51 quarters since. The position peaked at $3.52M in Q1 2024. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Johnson Financial Group Inc (Wisconsin) held 4,914 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $3.46M as of Q2 2026.
Johnson Financial Group Inc (Wisconsin) sold 2 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $1.34K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.11% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #92 holding.
Johnson Financial Group Inc (Wisconsin) first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2013 and has held it in 51 quarters since.
Johnson Financial Group Inc (Wisconsin)'s State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $3.52M in Q1 2024.
1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.