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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
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

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

MJT & Associates Financial Advisory's MDY Position: Q2 2026 in Review

MJT & Associates Financial Advisory held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 16 shares worth $11.3K. The position accounts for 0.01% of the portfolio, ranked #187.

MJT & Associates Financial Advisory first reported a position in MDY in Q3 2025 and has held it in 4 quarters since. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • MJT & Associates Financial Advisory held 16 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $11.3K as of Q2 2026.
  • MJT & Associates Financial Advisory left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2026.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.01% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #187 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 4 quarters since.
  • 1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.