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JPL Wealth Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

JPL Wealth Management’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
2025
Q4 		– Sell
-4
Closed -$2.62K – 711
2025
Q3 		$2.62K Buy
+4
New +$2.35K ﹤0.01% 807

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

JPL Wealth Management's MDY Position: Q4 2025 in Review

JPL Wealth Management sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2025, closing a stake of 4 shares — an estimated $2.62K sold.

JPL Wealth Management first reported a position in MDY in Q3 2025 and held it in 1 quarter. The position peaked at $2.62K in Q3 2025. 1,433 funds tracked by Wall St. Rank hold MDY as of Q4 2025.

  • JPL Wealth Management reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2025 after selling out during the quarter.
  • JPL Wealth Management sold 4 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2025, an estimated $2.62K.
  • JPL Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2025 and held it in 1 quarter.
  • JPL Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $2.62K in Q3 2025.
  • 1,433 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2025.

Based on JPL Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.