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

JSF Financial’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 Q1	$277K	Sell	449 -20	-4%	-$12.7K	0.05%	109
2025 Q4	$283K	Sell	469 -49	-9%	-$29.3K	0.06%	109
2025 Q3	$309K	Hold	518	–	–	0.07%	101
2025 Q2	$293K	Hold	518	–	–	0.07%	101
2025 Q1	$276K	Buy	518 +1	+0.2%	+$568	0.07%	101
2024 Q4	$295K	Hold	517	–	–	0.08%	103
2024 Q3	$294K	Buy	517 +1	+0.2%	+$551	0.09%	94
2024 Q2	$276K	Hold	516	–	–	0.08%	96
2024 Q1	$287K	Buy	516 +1	+0.2%	+$518	0.09%	93
2023 Q4	$262K	Hold	515	–	–	0.09%	92
2023 Q3	$235K	Sell	515 -40	-7%	-$19.2K	0.09%	93
2023 Q2	$266K	Buy	555 +1	+0.2%	+$455	0.09%	87
2023 Q1	$254K	Buy	+554	New	+$258K	0.1%	99
2022 Q2	–	Sell	-656	Closed	-$322K	–	111
2022 Q1	$322K	Buy	656 +6	+0.9%	+$2.92K	0.14%	79
2021 Q4	$336K	Hold	650	–	–	0.16%	72
2021 Q3	$313K	Hold	650	–	–	0.16%	80
2021 Q2	$319K	Sell	650 -10	-2%	-$4.93K	0.19%	68
2021 Q1	$314K	Hold	660	–	–	0.2%	54
2020 Q4	$277K	Hold	660	–	–	0.19%	58
2020 Q3	$224K	Hold	660	–	–	0.18%	64
2020 Q2	$214K	Sell	660 -150	-19%	-$45.5K	0.19%	58
2020 Q1	$213K	Hold	810	–	–	0.22%	54
2019 Q4	$304K	Hold	810	–	–	0.3%	45
2019 Q3	$286K	Hold	810	–	–	0.31%	44
2019 Q2	$287K	Buy	+810	New	+$283K	0.31%	46

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JSF Financial's MDY Position: Q1 2026 in Review

JSF Financial reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 4.3% in Q1 2026, selling an estimated $12.7K and leaving 449 shares worth $277K. The position accounts for 0.05% of the portfolio, ranked #109.

JSF Financial first reported a position in MDY in Q2 2019 and has held it in 25 quarters since. The position peaked at $336K in Q4 2021. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

JSF Financial held 449 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $277K as of Q1 2026.
JSF Financial sold 20 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $12.7K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.05% of JSF Financial's portfolio in Q1 2026, its #109 holding.
JSF Financial first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2019 and has held it in 25 quarters since.
JSF Financial's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $336K in Q4 2021.
1,447 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on JSF Financial's 13F filing for Q1 2026, filed 7 May 2026.