BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in MDY — Spdr S&P Midcap 400 ETF Trust
CIK 2010186
CINCINNATI, OH
Position in MDY
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$38,912,621
+$714,742 QoQ
Shares Held
63,092
-0.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 98.68446078742154.ToString("F0")%
Shared 0.ToString("F0")%
None 1.3155392125784569.ToString("F0")%
Common Shares in MDY Over Time
Shares Held
Position Value (USD)
All Filings in MDY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $38,912,621 | 63,092 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $38,197,879 | 63,317 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $36,782,799 | 61,713 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $35,012,995 | 61,808 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $32,919,983 | 61,708 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $35,228,523 | 61,850 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $35,119,539 | 61,650 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $33,009,085 | 61,690 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $34,413,340 | 61,850 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $31,483,436 | 62,051 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $19,690,773 | 43,121 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $28,577,038 | 59,671 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $26,339,321 | 57,458 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $25,441,827 | 57,458 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $23,028,372 | 57,333 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $22,821,340 | 55,192 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $27,080,196 | 55,215 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $28,594,054 | 55,235 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $26,571,024 | 55,255 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $27,138,613 | 55,271 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $25,903,784 | 54,414 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $22,925,112 | 54,594 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $18,426,930 | 54,384 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $17,548,094 | 54,079 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $14,216,024 | 54,078 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||