Bartlett & Co. Wealth Management LLC

SEC CIK: 0002010186
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

MDY holding history

SPDR S&P Midcap 400 ETF Trust in every 13F filed by Bartlett & Co. Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MDY overview All 13F holders of MDY Full Q2 2026 holdings

Shares (Q2 2026): 63,175
Value: $44.5M
% of portfolio: 0.6%
Quarters held: 22; Since Q1 2021

Holdings of MDY by Bartlett & Co. Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	63,175	$44.5M	0.6%	+83+0.1%	Added	Holders
Q1 2026	63,092	$41.7M	0.5%	−225−0.4%	Reduced	Holders
Q4 2025	63,317	$38.3M	0.5%	+1,604+2.6%	Added	Holders
Q3 2025	61,713	$36.9M	0.5%	−95−0.2%	Reduced	Holders
Q2 2025	61,808	$35.1M	0.5%	+100+0.2%	Added	Holders
Q1 2025	61,708	$33.0M	0.5%	−142−0.2%	Reduced	Holders
Q4 2024	61,850	$35.4M	0.5%	+200+0.3%	Added	Holders
Q3 2024	61,650	$35.2M	0.5%	−40−0.1%	Reduced	Holders
Q2 2024	61,690	$33.1M	0.5%	−160−0.3%	Reduced	Holders
Q1 2024	61,850	$34.5M	0.5%	−201−0.3%	Reduced	Holders
Q4 2023	62,051	$31.9M	0.5%	+18,930+43.9%	Added	Holders
Q3 2023	43,121	$19.8M	0.4%	−16,550−27.7%	Reduced	Holders
Q2 2023	59,671	$28.7M	0.5%	+2,213+3.9%	Added	Holders
Q1 2023	57,458	$26.4M	0.5%	00.0%	Unchanged	Holders
Q4 2022	57,458	$25.5M	0.5%	+125+0.2%	Added	Holders
Q3 2022	57,333	$23.2M	0.5%	+2,141+3.9%	Added	Holders
Q2 2022	55,192	$22.9M	0.5%	−230.0%	Reduced	Holders
Q1 2022	55,215	$27.1M	0.5%	−200.0%	Reduced	Holders
Q4 2021	55,235	$28.7M	0.5%	−200.0%	Reduced	Holders
Q3 2021	55,255	$26.6M	0.5%	−160.0%	Reduced	Holders
Q2 2021	55,271	$27.2M	0.5%	+857+1.6%	Added	Holders
Q1 2021	54,414	$26.0M	0.5%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.