SJS Investment Consulting’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

SJS Investment Consulting’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	$79.5K	Hold	113	–	–	0.01%	289
2026 Q1	$69.7K	Hold	113	–	–	0.01%	275
2025 Q4	$68.2K	Hold	113	–	–	0.01%	263
2025 Q3	$67.4K	Sell	113 -18	-14%	-$10.6K	0.01%	221
2025 Q2	$74.2K	Hold	131	–	–	0.01%	150
2025 Q1	$69.9K	Sell	131 -31	-19%	-$17.6K	0.01%	166
2024 Q4	$92.3K	Sell	162 -20	-11%	-$11.7K	0.02%	143
2024 Q3	$104K	Sell	182 -80	-31%	-$44.1K	0.02%	132
2024 Q2	$140K	Hold	262	–	–	0.03%	105
2024 Q1	$146K	Hold	262	–	–	0.03%	107
2023 Q4	$133K	Hold	262	–	–	0.03%	100
2023 Q3	$120K	Hold	262	–	–	0.03%	99
2023 Q2	$125K	Hold	262	–	–	0.03%	96
2023 Q1	$120K	Hold	262	–	–	0.03%	98
2022 Q4	$116K	Hold	262	–	–	0.03%	106
2022 Q3	$105K	Buy	+262	New	+$116K	0.04%	112
2022 Q1	$128K	Hold	262	–	–	0.04%	120
2021 Q4	$136K	Buy	+262	New	+$133K	0.04%	115

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SJS Investment Consulting's MDY Position: Q2 2026 in Review

SJS Investment Consulting held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 113 shares worth $79.5K. The position accounts for 0.01% of the portfolio, ranked #289.

SJS Investment Consulting first reported a position in MDY in Q4 2021 and has held it in 18 quarters since. The position peaked at $146K in Q1 2024. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

SJS Investment Consulting held 113 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $79.5K as of Q2 2026.
SJS Investment Consulting 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 SJS Investment Consulting's portfolio in Q2 2026, its #289 holding.
SJS Investment Consulting first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2021 and has held it in 18 quarters since.
SJS Investment Consulting's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $146K in Q1 2024.
1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.