Bartlett & Co Wealth Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Bartlett & Co 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 Q1	$41.7M	Sell	63,092 -225	-0.4%	-$143K	0.53%	51
2025 Q4	$38.3M	Buy	63,317 +1,604	+3%	+$960K	0.5%	50
2025 Q3	$36.9M	Sell	61,713 -95	-0.2%	-$55.8K	0.49%	53
2025 Q2	$35.1M	Buy	61,808 +100	+0.2%	+$53.7K	0.49%	55
2025 Q1	$33M	Sell	61,708 -142	-0.2%	-$80.6K	0.49%	55
2024 Q4	$35.4M	Buy	61,850 +200	+0.3%	+$117K	0.51%	53
2024 Q3	$35.2M	Sell	61,650 -40	-0.1%	-$22K	0.51%	53
2024 Q2	$33.1M	Sell	61,690 -160	-0.3%	-$86K	0.5%	53
2024 Q1	$34.5M	Sell	61,850 -201	-0.3%	-$104K	0.53%	55
2023 Q4	$31.9M	Buy	62,051 +18,930	+44%	+$8.79M	0.52%	54
2023 Q3	$19.8M	Sell	43,121 -16,550	-28%	-$7.93M	0.35%	65
2023 Q2	$28.7M	Buy	59,671 +2,213	+4%	+$1.01M	0.5%	58
2023 Q1	$26.4M	Hold	57,458	–	–	0.51%	57
2022 Q4	$25.5M	Buy	57,458 +125	+0.2%	+$55.3K	0.51%	57
2022 Q3	$23.2M	Buy	57,333 +2,141	+4%	+$946K	0.5%	58
2022 Q2	$22.9M	Sell	55,192 -23	-0%	-$10.4K	0.46%	57
2022 Q1	$27.1M	Sell	55,215 -20	-0%	-$9.73K	0.47%	57
2021 Q4	$28.7M	Sell	55,235 -20	-0%	-$10.2K	0.49%	60
2021 Q3	$26.6M	Sell	55,255 -16	-0%	-$7.86K	0.51%	60
2021 Q2	$27.2M	Buy	55,271 +857	+2%	+$423K	0.52%	60
2021 Q1	$26M	Sell	54,414 -180	-0.3%	-$82.1K	0.52%	60
2020 Q4	$23M	Buy	54,594 +210	+0.4%	+$80.9K	0.49%	60
2020 Q3	$18.5M	Buy	54,384 +305	+0.6%	+$104K	0.43%	66
2020 Q2	$17.6M	Buy	54,079 +1	+0%	+$303	0.46%	63
2020 Q1	$14.3M	Sell	54,078 -541	-1%	-$183K	0.43%	65
2019 Q4	$20.6M	Sell	54,619 -280	-0.5%	-$101K	0.5%	58
2019 Q3	$19.4M	Buy	54,899 +1,159	+2%	+$406K	0.51%	57
2019 Q2	$19.1M	Sell	53,740 -50	-0.1%	-$17.5K	0.71%	50
2019 Q1	$18.6M	Hold	53,790	–	–	0.71%	49
2018 Q4	$16.3M	Buy	53,790 +660	+1%	+$220K	0.7%	49
2018 Q3	$19.6M	Sell	53,130 -70	-0.1%	-$25.6K	0.73%	48
2018 Q2	$18.9M	Buy	53,200 +1,050	+2%	+$369K	0.77%	49
2018 Q1	$17.9M	Buy	+52,150	New	+$18.1M	0.74%	52

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bartlett & Co Wealth Management's MDY Position: Q1 2026 in Review

Bartlett & Co Wealth Management reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.36% in Q1 2026, selling an estimated $143K and leaving 63,092 shares worth $41.7M. The position accounts for 0.53% of the portfolio, ranked #51.

Bartlett & Co Wealth Management first reported a position in MDY in Q1 2018 and has held it in 33 quarters since. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Bartlett & Co Wealth Management held 63,092 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $41.7M as of Q1 2026.
Bartlett & Co Wealth Management sold 225 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $143K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.53% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #51 holding.
Bartlett & Co Wealth Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2018 and has held it in 33 quarters since.
1,447 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.