Blue Barn Wealth’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Blue Barn Wealth’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
2025 Q4	–	Sell	-1,239	Closed	-$739K	–	112
2025 Q3	$739K	Sell	1,239 -37	-3%	-$21.7K	0.32%	50
2025 Q2	$723K	Sell	1,276 -76	-6%	-$40.8K	0.34%	48
2025 Q1	$721K	Sell	1,352 -26	-2%	-$14.8K	0.38%	42
2024 Q4	$785K	Sell	1,378 -9	-0.6%	-$5.28K	0.41%	44
2024 Q3	$790K	Buy	1,387 +2	+0.1%	+$1.1K	0.41%	43
2024 Q2	$741K	Buy	1,385 +1	+0.1%	+$538	0.41%	42
2024 Q1	$770K	Sell	1,384 -11	-0.8%	-$5.7K	0.43%	43
2023 Q4	$708K	Sell	1,395 -4	-0.3%	-$1.86K	0.42%	38
2023 Q3	$639K	Sell	1,399 -63	-4%	-$30.2K	0.42%	39
2023 Q2	$700K	Sell	1,462 -116	-7%	-$52.8K	0.45%	39
2023 Q1	$724K	Sell	1,578 -13	-0.8%	-$6.06K	0.45%	39
2022 Q4	$704K	Sell	1,591 -321	-17%	-$142K	0.46%	38
2022 Q3	$768K	Sell	1,912 -52	-3%	-$23K	0.55%	35
2022 Q2	$812K	Sell	1,964 -173	-8%	-$78.1K	0.62%	32
2022 Q1	$1.05M	Buy	2,137 +7	+0.3%	+$3.41K	0.73%	30
2021 Q4	$1.1M	Sell	2,130 -224	-10%	-$114K	0.75%	29
2021 Q3	$1.13M	Sell	2,354 -20	-0.8%	-$9.82K	0.99%	24
2021 Q2	$1.17M	Buy	+2,374	New	+$1.17M	1.2%	22

Other funds holding MDY

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

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

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

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

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

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

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

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Blue Barn Wealth's MDY Position: Q4 2025 in Review

Blue Barn Wealth sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2025, closing a stake of 1,239 shares — an estimated $739K sold.

Blue Barn Wealth first reported a position in MDY in Q2 2021 and held it in 18 quarters. The position peaked at $1.17M in Q2 2021. 1,430 funds tracked by Wall St. Rank hold MDY as of Q4 2025.

Blue Barn Wealth reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q4 2025 after selling out during the quarter.
Blue Barn Wealth sold 1,239 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q4 2025, an estimated $739K.
Blue Barn Wealth first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2021 and held it in 18 quarters.
Blue Barn Wealth's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.17M in Q2 2021.
1,430 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2025.

Based on Blue Barn Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.