WJWM
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Williams Jones Wealth Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Williams Jones Wealth Management’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 		$5.37M Sell
7,629
-124
-2% -$83K 0.06% 136
2026
Q1 		$4.78M Buy
7,753
+145
+2% +$91.9K 0.06% 134
2025
Q4 		$4.59M Sell
7,608
-93
-1% -$55.6K 0.05% 137
2025
Q3 		$4.59M Sell
7,701
-55
-0.7% -$32.3K 0.05% 139
2025
Q2 		$4.39M Sell
7,756
-598
-7% -$321K 0.05% 142
2025
Q1 		$4.46M Sell
8,354
-258
-3% -$146K 0.06% 137
2024
Q4 		$4.91M Sell
8,612
-2,838
-25% -$1.66M 0.06% 137
2024
Q3 		$6.52M Sell
11,450
-323
-3% -$178K 0.08% 128
2024
Q2 		$6.3M Sell
11,773
-1,029
-8% -$553K 0.08% 125
2024
Q1 		$7.12M Sell
12,802
-16
-0.1% -$8.29K 0.09% 118
2023
Q4 		$6.5M Sell
12,818
-335
-3% -$156K 0.09% 123
2023
Q3 		$6.01M Sell
13,153
-843
-6% -$404K 0.09% 123
2023
Q2 		$6.7M Sell
13,996
-147
-1% -$66.9K 0.1% 123
2023
Q1 		$6.48M Buy
14,143
+240
+2% +$112K 0.1% 127
2022
Q4 		$6.16M Sell
13,903
-2,073
-13% -$917K 0.1% 128
2022
Q3 		$6.42M Buy
15,976
+60
+0.4% +$26.5K 0.11% 123
2022
Q2 		$6.58M Buy
15,916
+58
+0.4% +$26.2K 0.11% 127
2022
Q1 		$7.78M Sell
15,858
-189
-1% -$92K 0.11% 120
2021
Q4 		$8.31M Buy
16,047
+648
+4% +$330K 0.1% 114
2021
Q3 		$7.41M Buy
15,399
+60
+0.4% +$29.5K 0.1% 117
2021
Q2 		$7.53M Buy
15,339
+238
+2% +$117K 0.11% 119
2021
Q1 		$7.19M Buy
15,101
+50
+0.3% +$22.8K 0.11% 112
2020
Q4 		$6.32M Sell
15,051
-178
-1% -$68.6K 0.1% 113
2020
Q3 		$5.16M Buy
15,229
+1,119
+8% +$382K 0.1% 113
2020
Q2 		$4.58M Sell
14,110
-1,057
-7% -$321K 0.09% 113
2020
Q1 		$3.99M Sell
15,167
-477
-3% -$162K 0.1% 104
2019
Q4 		$5.87M Buy
15,644
+249
+2% +$90K 0.11% 111
2019
Q3 		$5.43M Buy
+15,395
New +$5.39M 0.11% 111

Other funds holding MDY

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MA
Montag & Associates Atlanta, Georgia $2.37B AUM 28.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Williams Jones Wealth Management's MDY Position: Q2 2026 in Review

Williams Jones Wealth Management reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.6% in Q2 2026, selling an estimated $83K and leaving 7,629 shares worth $5.37M. The position accounts for 0.06% of the portfolio, ranked #136.

Williams Jones Wealth Management first reported a position in MDY in Q3 2019 and has held it in 28 quarters since. The position peaked at $8.31M in Q4 2021. 909 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Williams Jones Wealth Management held 7,629 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $5.37M as of Q2 2026.
  • Williams Jones Wealth Management sold 124 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $83K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.06% of Williams Jones Wealth Management's portfolio in Q2 2026, its #136 holding.
  • Williams Jones Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2019 and has held it in 28 quarters since.
  • Williams Jones Wealth Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $8.31M in Q4 2021.
  • 909 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.