Renaissance Investment Group LLC MDY — SPDR S&P MIDCAP 400 ETF TRUST

Ownership history in Renaissance Investment Group LLC  ·  52 quarters on record

AI Ownership Summary

Renaissance Investment Group LLC reported SPDR S&P MIDCAP 400 ETF TRUST (MDY) in 52 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.94% in 2024 Q1. The latest visible filing shows MDY at 0.18% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MDY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Renaissance Investment Group LLC's position in SPDR S&P MIDCAP 400 ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MDY was reported at 0.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.94% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MDY stock page Renaissance Investment Group LLC fund profile Renaissance Investment Group LLC full holdings
How Renaissance Investment Group LLC held MDY — position size vs. price
% of Fund (quarterly)    MDY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 12.9% +13.4% ❌ 1,387 -206 -12.9% 0.18% $855K 2026-04-15 $649.78
2025 Q4 REDUCED 14.4% +2.5% ❌ 1,593 -267 -14.4% 0.19% $961K 2026-01-06 $625.17
2025 Q3 REDUCED 18.2% +3.0% ❌ 1,860 -413 -18.2% 0.22% $1.1M 2025-10-07 $590.01
2025 Q2 REDUCED — — — 2,273 -100 -4.2% 0.28% $1.3M 2025-07-09 $575.17
2025 Q1 REDUCED 65.5% +6.5% ❌ 2,373 -4,506 -65.5% 0.31% $1.3M 2025-05-07 $524.98
2024 Q4 REDUCED — — — 6,879 -220 -3.1% 0.83% $3.9M 2025-01-16 $578.74
2024 Q3 REDUCED — — — 7,099 -224 -3.1% 0.84% $4.0M 2024-10-10 $554.96
2024 Q2 REDUCED — — — 7,323 -17 -0.2% 0.84% $3.9M 2024-07-10 $521.54
2024 Q1 REDUCED — — — 7,340 -92 -1.2% 0.94% $4.1M 2024-04-29 $518.00
43 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MDY

As of 2026 Q2 — sorted by position size

jvl associates llc 3Y 3.93% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.99% First Financial Bank - Trust Division 3Y 7Y 0.86% General Partner, Inc. 3Y 0.56% Global Wealth Strategies & Associates 3Y 0.28% Gladwyn Financial Advisors, Inc. 0.21% Diesslin Group, Inc. 0.2% First County Bank /CT/ 3Y 0.12% Noble Wealth Management PBC 0.09% Valor Advisors LLC 0.06%

FAQ About Renaissance Investment Group LLC and MDY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Renaissance Investment Group LLC reported owning MDY?

Renaissance Investment Group LLC reported MDY across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported MDY position in Renaissance Investment Group LLC's portfolio?

The largest reported portfolio weight for MDY was 0.94% in 2024 Q1.

What is the latest reported MDY position on this page?

The most recent filing on this page is 2026 Q1, when Renaissance Investment Group LLC reported 1,387 shares, equal to 0.18% of portfolio, with an estimated market value of $855K.

What does the chart on this MDY ownership page compare?

The chart compares Renaissance Investment Group LLC's quarterly MDY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Renaissance Investment Group LLC time their MDY position?

Based on 13F filing dates vs. subsequent MDY price moves, Renaissance Investment Group LLC correctly timed 18 out of 51 reported position changes (35%). The annualised alpha on MDY relative to SPY over the holding period was -3.2%.

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