Raymond James Financial
MDY icon

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

Raymond James 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 		$307M Sell
497,191
-60,801
-11% -$38.5M 0.09% 192
2025
Q4 		$337M Buy
557,992
+28,459
+5% +$17M 0.1% 163
2025
Q3 		$316M Buy
529,533
+2,995
+0.6% +$1.76M 0.1% 179
2025
Q2 		$298M Sell
526,538
-27,400
-5% -$14.7M 0.1% 181
2025
Q1 		$296M Sell
553,938
-22,661
-4% -$12.9M 0.11% 158
2024
Q4 		$328M Buy
+576,599
New +$338M 0.12% 144

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial's MDY Position: Q1 2026 in Review

Raymond James Financial reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 11% in Q1 2026, selling an estimated $38.5M and leaving 497,191 shares worth $307M. The position accounts for 0.09% of the portfolio, ranked #192.

Raymond James Financial first reported a position in MDY in Q4 2024 and has held it in 6 quarters since. The position peaked at $337M in Q4 2025. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • Raymond James Financial held 497,191 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $307M as of Q1 2026.
  • Raymond James Financial sold 60,801 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $38.5M.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.09% of Raymond James Financial's portfolio in Q1 2026, its #192 holding.
  • Raymond James Financial first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $337M in Q4 2025.
  • 1,447 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.