Barden Capital Management
MDYV icon

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
Q3 		$2.38M Sell
26,842
-178
-0.7% -$16.8K 2.16% 13
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

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Wealth Enhancement Advisory Services
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Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
Lutz Financial Services
Lutz Financial Services Omaha, Nebraska $1.63B AUM 7.07% 1-Year Est. Return
First National Trust
First National Trust Hermitage, Pennsylvania $2.88B AUM 20.17% 1-Year Est. Return
First Pacific Financial
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
Canandaigua National Bank & Trust
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Barden Capital Management's MDYV Position: Q3 2026 in Review

Barden Capital Management reduced its State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) stake by 0.66% in Q3 2026, selling an estimated $16.8K and leaving 26,842 shares worth $2.38M. The position accounts for 2.16% of the portfolio, ranked #13.

Barden Capital Management first reported a position in MDYV in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.56M in Q2 2026. 276 funds tracked by Wall St. Rank hold MDYV as of Q3 2026.

  • Barden Capital Management held 26,842 shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $2.38M as of Q3 2026.
  • Barden Capital Management sold 178 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q3 2026, an estimated $16.8K.
  • State Street SPDR S&P 400 Mid Cap Value ETF made up 2.16% of Barden Capital Management's portfolio in Q3 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 20 quarters since.
  • Barden Capital Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $2.56M in Q2 2026.
  • 276 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q3 2026.

Based on Barden Capital Management's 13F filing for Q3 2026, filed 9 Oct 2026.