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Barden Capital Management’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Barden Capital Management’s Portfolio MDYV Stock Details MDYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.56M Buy
27,020
+418
+2% +$38K 2.36% 13
2026
Q1 		$2.27M Buy
26,602
+612
+2% +$54K 1.94% 17
2025
Q4 		$2.2M Buy
25,990
+1,978
+8% +$166K 1.81% 19
2025
Q3 		$2M Sell
24,012
-447
-2% -$36.8K 1.66% 22
2025
Q2 		$1.94M Sell
24,459
-3
-0% -$227 1.7% 23
2025
Q1 		$1.88M Buy
24,462
+376
+2% +$30.3K 1.68% 20
2024
Q4 		$1.93M Buy
24,086
+1,083
+5% +$89K 1.66% 20
2024
Q3 		$1.83M Buy
23,003
+469
+2% +$35.8K 1.61% 22
2024
Q2 		$1.64M Buy
22,534
+801
+4% +$58.8K 1.55% 24
2024
Q1 		$1.65M Sell
21,733
-7,416
-25% -$537K 1.6% 25
2023
Q4 		$1.89M Hold
29,149
– – 1.54% 27
2023
Q3 		$1.89M Buy
29,149
+6,240
+27% +$428K 1.84% 16
2023
Q2 		$1.58M Sell
22,909
-8,818
-28% -$576K 1.73% 15
2023
Q1 		$2.1M Buy
31,727
+36
+0.1% +$2.47K 2% 13
2022
Q4 		$2.05M Buy
31,691
+1,375
+5% +$88.3K 2.1% 13
2022
Q3 		$1.75M Sell
30,316
-1,253
-4% -$80K 2.04% 12
2022
Q2 		$1.91M Buy
31,569
+1,801
+6% +$118K 2.07% 13
2022
Q1 		$2.1M Buy
29,768
+1,603
+6% +$111K 2.05% 14
2021
Q4 		$2M Buy
+28,165
New +$1.97M 1.91% 16

Other funds holding MDYV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.64B AUM 15.04% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return
CF
Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return
FNT
First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Barden Capital Management's MDYV Position: Q2 2026 in Review

Barden Capital Management increased its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 1.6% in Q2 2026, buying an estimated $38K and bringing the position to 27,020 shares worth $2.56M. The position accounts for 2.36% of the portfolio, ranked #13.

Barden Capital Management first reported a position in MDYV in Q4 2021 and has held it in 19 quarters since. 234 funds tracked by Wall St. Rank hold MDYV as of Q2 2026.

  • Barden Capital Management held 27,020 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $2.56M as of Q2 2026.
  • Barden Capital Management bought 418 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2026, an estimated $38K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 2.36% of Barden Capital Management's portfolio in Q2 2026, its #13 holding.
  • Barden Capital Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 234 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2026.

Based on Barden Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.