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BARRETT & COMPANY, INC. → MDY

BARRETT & COMPANY, INC. MDY Position History

State Street SPDR S&P MIDCAP 400 ETF Trust • Financial Services

Quarters held
10
Latest value
$6M
Q3 2026
Peak value
$6.7M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$48K
Q3 2025$5.5M
Q4 2025$49K
Q4 2025$5.6M
Q1 2026$51K
Q1 2026$5.7M
Q2 2026$57K
Q2 2026$6.7M
Q3 2026$47K
Q3 2026$6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$6M9.1K——
Q3 2026$47K203——
Q2 2026$6.7M9.5K——
Q2 2026$57K202——
Q1 2026$5.7M9.2K——
Q1 2026$51K202——
Q4 2025$5.6M9.3K——
Q4 2025$49K202——
Q3 2025$5.5M9.3K——
Q3 2025$48K202——

Other funds holding MDY

Other BARRETT & COMPANY, INC. positions

VGES

VANGUARD INDEX FDS

$38.4M
VGES

VANGUARD INDEX FDS

$37.6M
VGES

VANGUARD INDEX FDS

$31.4M
VGES

VANGUARD INDEX FDS

$31.1M
VGES

VANGUARD INDEX FDS

$29.9M
ETHA

ISHARES TR

$22.7M
ETHA

ISHARES TR

$22.4M
ETHA

ISHARES TR

$19.4M