Barnes Dennig Private Wealth Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Barnes Dennig Private 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	$35.9K	Hold	51	–	–	0.03%	177
2026 Q1	$31.5K	Hold	51	–	–	0.03%	184
2025 Q4	$30.8K	Hold	51	–	–	0.03%	177
2025 Q3	$30.4K	Hold	51	–	–	0.03%	166
2025 Q2	$28.9K	Hold	51	–	–	0.03%	148
2025 Q1	$27.2K	Buy	+51	New	+$28.9K	0.04%	91

Other funds holding MDY

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFG Advisors St. Louis, Missouri $725M AUM 27.52% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Barnes Dennig Private Wealth Management's MDY Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 51 shares worth $35.9K. The position accounts for 0.03% of the portfolio, ranked #177.

Barnes Dennig Private Wealth Management first reported a position in MDY in Q1 2025 and has held it in 6 quarters since. 524 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Barnes Dennig Private Wealth Management held 51 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $35.9K as of Q2 2026.
Barnes Dennig Private Wealth Management 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 0.03% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #177 holding.
Barnes Dennig Private Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2025 and has held it in 6 quarters since.
524 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.