Allen Mooney & Barnes Investment Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Allen Mooney & Barnes Investment Advisors’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	$728K	Buy	1,035 +1	+0.1%	+$670	0.11%	82
2026 Q1	$638K	Buy	1,034 +17	+2%	+$10.8K	0.09%	92
2025 Q4	$614K	Buy	1,017 +1	+0.1%	+$598	0.09%	90
2025 Q3	$606K	Buy	1,016 +1	+0.1%	+$587	0.09%	92
2025 Q2	$575K	Buy	1,015 +1	+0.1%	+$537	0.09%	95
2025 Q1	$541K	Buy	1,014 +2	+0.2%	+$1.14K	0.09%	95
2024 Q4	$576K	Buy	1,012 +1	+0.1%	+$586	0.1%	93
2024 Q3	$576K	Buy	1,011 +2	+0.2%	+$1.1K	0.1%	91
2024 Q2	$540K	Buy	1,009 +1	+0.1%	+$538	0.1%	97
2024 Q1	$543K	Buy	1,008 +1	+0.1%	+$518	0.1%	97
2023 Q4	$511K	Buy	1,007 +2	+0.2%	+$929	0.1%	96
2023 Q3	$459K	Buy	1,005 +2	+0.2%	+$958	0.1%	94
2023 Q2	$481K	Buy	1,003 +53	+6%	+$24.1K	0.11%	89
2023 Q1	$436K	Hold	950	–	–	0.1%	91
2022 Q4	$420K	Buy	950 +2	+0.2%	+$884	0.1%	91
2022 Q3	$381K	Buy	948 +11	+1%	+$4.86K	0.1%	97
2022 Q2	$387K	Buy	937 +11	+1%	+$4.97K	0.1%	101
2022 Q1	$454K	Buy	+926	New	+$451K	0.1%	103

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

Allen Mooney & Barnes Investment Advisors's MDY Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.1% in Q2 2026, buying an estimated $670 and bringing the position to 1,035 shares worth $728K. The position accounts for 0.11% of the portfolio, ranked #82.

Allen Mooney & Barnes Investment Advisors first reported a position in MDY in Q1 2022 and has held it in 18 quarters since. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Allen Mooney & Barnes Investment Advisors held 1,035 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $728K as of Q2 2026.
Allen Mooney & Barnes Investment Advisors bought 1 State Street SPDR S&P MIDCAP 400 ETF Trust share in Q2 2026, an estimated $670.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.11% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #82 holding.
Allen Mooney & Barnes Investment Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2022 and has held it in 18 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 Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.