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

Jones Kertz & Associates’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 		$2.08M Sell
2,953
-117
-4% -$78.3K 0.96% 28
2026
Q1 		$1.89M Sell
3,070
-9
-0.3% -$5.7K 1.01% 30
2025
Q4 		$1.86M Buy
+3,079
New +$1.84M 0.95% 29

Other funds holding MDY

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
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
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Jones Kertz & Associates's MDY Position: Q2 2026 in Review

Jones Kertz & Associates reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 3.8% in Q2 2026, selling an estimated $78.3K and leaving 2,953 shares worth $2.08M. The position accounts for 0.96% of the portfolio, ranked #28.

Jones Kertz & Associates first reported a position in MDY in Q4 2025 and has held it in 3 quarters since. 972 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Jones Kertz & Associates held 2,953 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $2.08M as of Q2 2026.
  • Jones Kertz & Associates sold 117 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $78.3K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.96% of Jones Kertz & Associates's portfolio in Q2 2026, its #28 holding.
  • Jones Kertz & Associates first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2025 and has held it in 3 quarters since.
  • 972 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Jones Kertz & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.