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

MJT & Associates Financial Advisory’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
Q3 		$10.5K Hold
16
– – 0.01% 188
2026
Q2 		$11.3K Hold
16
– – 0.01% 187
2026
Q1 		$9.87K Hold
16
– – 0.01% 182
2025
Q4 		$9.65K Hold
16
– – 0.01% 191
2025
Q3 		$9.54K Buy
+16
New +$9.39K 0.01% 194

Other funds holding MDY

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
HFAS
Hummer Financial Advisory Services Chicago, Illinois $153M AUM 19.62% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
MHWM
Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

MJT & Associates Financial Advisory's MDY Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q3 2026 at 16 shares worth $10.5K. The position accounts for 0.01% of the portfolio, ranked #188.

MJT & Associates Financial Advisory first reported a position in MDY in Q3 2025 and has held it in 5 quarters since. The position peaked at $11.3K in Q2 2026. 168 funds tracked by Wall St. Rank hold MDY as of Q3 2026.

  • MJT & Associates Financial Advisory held 16 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $10.5K as of Q3 2026.
  • MJT & Associates Financial Advisory left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q3 2026.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #188 holding.
  • MJT & Associates Financial Advisory first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2025 and has held it in 5 quarters since.
  • MJT & Associates Financial Advisory's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $11.3K in Q2 2026.
  • 168 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.