Barber Financial Group’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Barber Financial 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
2023 Q1	$2.81M	Buy	6,140 +2,161	+54%	+$1.01M	0.5%	28
2022 Q4	$1.76M	Buy	3,979 +625	+19%	+$276K	0.49%	29
2022 Q3	$1.35M	Buy	+3,354	New	+$1.48M	0.39%	35
2022 Q1	–	Sell	-1,858	Closed	-$962K	–	163
2021 Q4	$962K	Sell	1,858 -79,188	-98%	-$40.3M	0.12%	61
2021 Q3	$39M	Sell	81,046 -25,486	-24%	-$12.5M	5.04%	7
2021 Q2	$52.3M	Buy	106,532 +4,548	+4%	+$2.24M	7.11%	4
2021 Q1	$48.5M	Buy	+101,984	New	+$46.5M	7.09%	3
2019 Q3	–	Sell	-570	Closed	-$202K	–	149
2019 Q2	$202K	Buy	+570	New	+$199K	0.05%	133
2018 Q2	–	Sell	-11,642	Closed	-$3.98M	–	133
2018 Q1	$3.98M	Buy	+11,642	New	+$4.05M	1.06%	32

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Barber Financial Group's MDY Position: Q1 2023 in Review

Barber Financial Group increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 54% in Q1 2023, buying an estimated $1.01M and bringing the position to 6,140 shares worth $2.81M. The position accounts for 0.5% of the portfolio, ranked #28.

Barber Financial Group first reported a position in MDY in Q1 2018 and has held it in 9 quarters since. The position peaked at $52.3M in Q2 2021. 1,138 funds tracked by Wall St. Rank hold MDY as of Q1 2023.

Barber Financial Group held 6,140 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $2.81M as of Q1 2023.
Barber Financial Group bought 2,161 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2023, an estimated $1.01M.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.5% of Barber Financial Group's portfolio in Q1 2023, its #28 holding.
Barber Financial Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2018 and has held it in 9 quarters since.
Barber Financial Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $52.3M in Q2 2021.
1,138 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2023.

Based on Barber Financial Group's 13F filing for Q1 2023, filed 4 May 2023.