Jones Financial Companies’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$5.9M Buy
2025
Q2
$4.86M Buy
2025
Q1
$3.66M Buy
2024
Q4
$3.05M Buy
2024
Q3
$1.37M Buy
2024
Q2
$467K Buy
2024
Q1
$90.4K Buy
2023
Q4
$57.5K Buy
2023
Q3
$49.3K Hold
2023
Q2
$51.7K Hold
2023
Q1
$49.5K Hold
2022
Q4
$48K Sell
2022
Q3
$59K Buy
2013
Q4
Sell
2013
Q3
$175K Sell
2013
Q2
$289K Buy