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

Baron 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
2026 Q2	$2.73M	Sell	3,880 -7	-0.2%	-$4.69K	1.3%	26
2026 Q1	$2.4M	Sell	3,887 -62	-2%	-$39.3K	1.29%	27
2025 Q4	$2.38M	Sell	3,949 -9	-0.2%	-$5.38K	1.28%	27
2025 Q3	$2.36M	Sell	3,958 -49	-1%	-$28.8K	1.29%	27
2025 Q2	$2.27M	Sell	4,007 -124	-3%	-$66.6K	1.33%	27
2025 Q1	$2.2M	Sell	4,131 -23	-0.6%	-$13.1K	1.39%	26
2024 Q4	$2.37M	Sell	4,154 -52	-1%	-$30.5K	1.47%	22
2024 Q3	$2.4M	Sell	4,206 -98	-2%	-$54K	1.47%	24
2024 Q2	$2.3M	Sell	4,304 -109	-2%	-$58.6K	1.46%	24
2024 Q1	$2.46M	Sell	4,413 -200	-4%	-$104K	1.52%	23
2023 Q4	$2.34M	Sell	4,613 -139	-3%	-$64.5K	1.49%	22
2023 Q3	$2.17M	Sell	4,752 -129	-3%	-$61.8K	1.41%	25
2023 Q2	$2.34M	Sell	4,881 -178	-4%	-$81K	1.44%	25
2023 Q1	$2.32M	Sell	5,059 -174	-3%	-$81.1K	1.47%	25
2022 Q4	$2.32M	Sell	5,233 -100	-2%	-$44.2K	1.54%	25
2022 Q3	$2.14M	Sell	5,333 -74	-1%	-$32.7K	1.44%	25
2022 Q2	$2.24M	Sell	5,407 -50	-0.9%	-$22.6K	1.48%	23
2022 Q1	$2.68M	Sell	5,457 -64	-1%	-$31.1K	1.55%	21
2021 Q4	$2.86M	Sell	5,521 -175	-3%	-$89K	1.62%	20
2021 Q3	$2.74M	Sell	5,696 -274	-5%	-$135K	1.66%	20
2021 Q2	$2.93M	Sell	5,970 -300	-5%	-$148K	1.82%	18
2021 Q1	$2.98M	Sell	6,270 -1,567	-20%	-$714K	2.06%	17
2020 Q4	$3.29M	Sell	7,837 -694	-8%	-$267K	2.63%	15
2020 Q3	$2.89M	Buy	+8,531	New	+$2.91M	2.72%	14

Other funds holding MDY

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

JVL Associates Wyoming, Michigan $352M AUM 27.55% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Baron Financial Group's MDY Position: Q2 2026 in Review

Baron Financial Group reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.18% in Q2 2026, selling an estimated $4.69K and leaving 3,880 shares worth $2.73M. The position accounts for 1.3% of the portfolio, ranked #26.

Baron Financial Group first reported a position in MDY in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.29M in Q4 2020. 373 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Baron Financial Group held 3,880 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $2.73M as of Q2 2026.
Baron Financial Group sold 7 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $4.69K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 1.3% of Baron Financial Group's portfolio in Q2 2026, its #26 holding.
Baron Financial Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2020 and has held it in 24 quarters since.
Baron Financial Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $3.29M in Q4 2020.
373 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Baron Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.