RIG
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Renaissance Investment Group’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Renaissance Investment Group’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 		$895K Sell
1,273
-114
-8% -$76.3K 0.18% 47
2026
Q1 		$855K Sell
1,387
-206
-13% -$131K 0.18% 49
2025
Q4 		$961K Sell
1,593
-267
-14% -$160K 0.19% 49
2025
Q3 		$1.11M Sell
1,860
-413
-18% -$242K 0.22% 45
2025
Q2 		$1.29M Sell
2,273
-100
-4% -$53.7K 0.28% 43
2025
Q1 		$1.27M Sell
2,373
-4,506
-66% -$2.56M 0.31% 44
2024
Q4 		$3.92M Sell
6,879
-220
-3% -$129K 0.83% 38
2024
Q3 		$4.04M Sell
7,099
-224
-3% -$123K 0.84% 39
2024
Q2 		$3.86M Sell
7,323
-17
-0.2% -$9.14K 0.84% 40
2024
Q1 		$4.08M Sell
7,340
-92
-1% -$47.7K 0.94% 38
2023
Q4 		$3.77M Sell
7,432
-139
-2% -$64.5K 0.94% 37
2023
Q3 		$3.46M Sell
7,571
-145
-2% -$69.5K 0.96% 38
2023
Q2 		$3.7M Sell
7,716
-172
-2% -$78.3K 0.97% 39
2023
Q1 		$3.62M Sell
7,888
-83
-1% -$38.7K 1.02% 38
2022
Q4 		$3.53M Sell
7,971
-117
-1% -$51.7K 1.05% 36
2022
Q3 		$3.43M Sell
8,088
-83
-1% -$36.7K 1.07% 33
2022
Q2 		$3.38M Sell
8,171
-206
-2% -$93K 1.1% 33
2022
Q1 		$3.84M Sell
8,377
-1,467
-15% -$714K 1.12% 35
2021
Q4 		$5.1M Sell
9,844
-408
-4% -$208K 1.21% 34
2021
Q3 		$4.93M Sell
10,252
-350
-3% -$172K 1.26% 35
2021
Q2 		$5.21M Sell
10,602
-567
-5% -$280K 1.33% 32
2021
Q1 		$5.32M Sell
11,169
-659
-6% -$300K 1.47% 33
2020
Q4 		$4.97M Sell
11,828
-1,882
-14% -$725K 1.46% 30
2020
Q3 		$4.64M Sell
13,710
-845
-6% -$288K 1.55% 23
2020
Q2 		$4.72M Sell
14,555
-2,862
-16% -$868K 1.74% 23
2020
Q1 		$4.58M Sell
17,417
-491
-3% -$166K 2.16% 19
2019
Q4 		$6.72M Sell
17,908
-692
-4% -$250K 2.4% 17
2019
Q3 		$6.56M Sell
18,600
-330
-2% -$116K 2.53% 14
2019
Q2 		$6.71M Sell
18,930
-734
-4% -$257K 2.5% 13
2019
Q1 		$6.79M Sell
19,664
-733
-4% -$247K 2.77% 13
2018
Q4 		$6.17M Sell
20,397
-1,961
-9% -$653K 2.96% 13
2018
Q3 		$8.22M Sell
22,358
-958
-4% -$351K 3.16% 8
2018
Q2 		$8.28M Sell
23,316
-194
-0.8% -$68.2K 3.33% 7
2018
Q1 		$8.04M Sell
23,510
-1,649
-7% -$574K 3.25% 7
2017
Q4 		$8.69M Sell
25,159
-1,409
-5% -$475K 3.47% 5
2017
Q3 		$8.67M Sell
26,568
-870
-3% -$277K 3.63% 4
2017
Q2 		$8.71M Sell
27,438
-797
-3% -$251K 3.82% 2
2017
Q1 		$8.82M Sell
28,235
-403
-1% -$125K 3.91% 2
2016
Q4 		$8.64M Sell
28,638
-762
-3% -$220K 4.08% 2
2016
Q3 		$8.3M Buy
29,400
+74
+0.3% +$20.8K 3.98% 2
2016
Q2 		$7.98M Sell
29,326
-341
-1% -$91.1K 3.96% 4
2016
Q1 		$7.79M Sell
29,667
-1,493
-5% -$363K 3.92% 2
2015
Q4 		$7.92M Sell
31,160
-1,521
-5% -$396K 3.85% 3
2015
Q3 		$8.13M Sell
32,681
-2,104
-6% -$557K 4.23% 2
2015
Q2 		$9.5M Sell
34,785
-1,328
-4% -$369K 4.45% 2
2015
Q1 		$10M Sell
36,113
-976
-3% -$263K 4.62% 1
2014
Q4 		$9.79M Sell
37,089
-132
-0.4% -$33.8K 4.62% 3
2014
Q3 		$9.28M Sell
37,221
-971
-3% -$249K 4.47% 3
2014
Q2 		$9.95M Sell
38,192
-248
-0.6% -$62.1K 4.84% 3
2014
Q1 		$9.63M Sell
38,440
-2,965
-7% -$727K 4.89% 2
2013
Q4 		$10.1M Buy
41,405
+438
+1% +$103K 5.14% 2
2013
Q3 		$9.27M Sell
40,967
-751
-2% -$167K 5.15% 2
2013
Q2 		$8.77M Buy
+41,718
New +$8.82M 4.98% 3

Other funds holding MDY

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $352M AUM 27.55% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

Renaissance Investment Group's MDY Position: Q2 2026 in Review

Renaissance Investment Group reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 8.2% in Q2 2026, selling an estimated $76.3K and leaving 1,273 shares worth $895K. The position accounts for 0.18% of the portfolio, ranked #47.

Renaissance Investment Group first reported a position in MDY in Q2 2013 and has held it in 53 quarters since. The position peaked at $10.1M in Q4 2013. 325 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • Renaissance Investment Group held 1,273 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $895K as of Q2 2026.
  • Renaissance Investment Group sold 114 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $76.3K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.18% of Renaissance Investment Group's portfolio in Q2 2026, its #47 holding.
  • Renaissance Investment Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and has held it in 53 quarters since.
  • Renaissance Investment Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $10.1M in Q4 2013.
  • 325 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Renaissance Investment Group's 13F filing for Q2 2026, filed 8 Jul 2026.