Jones Financial Companies
MDY icon

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

Jones Financial Companies’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 		$10.5M Buy
15,050
+2,640
+21% +$1.77M ﹤0.01% 911
2026
Q1 		$7.5M Buy
12,410
+1,973
+19% +$1.25M ﹤0.01% 926
2025
Q4 		$6.3M Buy
10,437
+556
+6% +$333K ﹤0.01% 573
2025
Q3 		$5.9M Buy
9,881
+1,304
+15% +$765K ﹤0.01% 529
2025
Q2 		$4.86M Buy
8,577
+1,709
+25% +$917K ﹤0.01% 505
2025
Q1 		$3.66M Buy
6,868
+1,515
+28% +$860K ﹤0.01% 500
2024
Q4 		$3.05M Buy
5,353
+2,940
+122% +$1.72M ﹤0.01% 460
2024
Q3 		$1.37M Buy
2,413
+1,540
+176% +$848K ﹤0.01% 528
2024
Q2 		$467K Buy
873
+711
+439% +$382K ﹤0.01% 578
2024
Q1 		$90.4K Buy
162
+49
+43% +$25.4K ﹤0.01% 617
2023
Q4 		$57.5K Buy
113
+5
+5% +$2.32K ﹤0.01% 453
2023
Q3 		$49.3K Hold
108
– – ﹤0.01% 367
2023
Q2 		$51.7K Hold
108
– – ﹤0.01% 361
2023
Q1 		$49.5K Hold
108
– – ﹤0.01% 356
2022
Q4 		$48K Sell
108
-40
-27% -$17.7K ﹤0.01% 352
2022
Q3 		$59K Buy
+148
New +$65.4K ﹤0.01% 321
2013
Q4 		– Sell
-775
Closed -$175K – 419
2013
Q3 		$175K Sell
775
-600
-44% -$133K ﹤0.01% 209
2013
Q2 		$289K Buy
+1,375
New +$291K ﹤0.01% 195

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 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 $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies's MDY Position: Q2 2026 in Review

Jones Financial Companies increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 21% in Q2 2026, buying an estimated $1.77M and bringing the position to 15,050 shares worth $10.5M. The position accounts for ﹤0.01% of the portfolio, ranked #911.

Jones Financial Companies first reported a position in MDY in Q2 2013 and has held it in 18 quarters since. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Jones Financial Companies held 15,050 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $10.5M as of Q2 2026.
  • Jones Financial Companies bought 2,640 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $1.77M.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #911 holding.
  • Jones Financial Companies first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and has held it in 18 quarters since.
  • 1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.