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BFG
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
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1-Year Est. Return
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New York
$761B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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