Baron Financial Group’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.27M | Sell |
4,007
-124
| -3% | -$70.2K | 1.33% | 27 |
|
|
2025
Q1 | $2.2M | Sell |
4,131
-23
| -0.6% | -$12.3K | 1.39% | 26 |
|
|
2024
Q4 | $2.37M | Sell |
4,154
-52
| -1% | -$29.6K | 1.47% | 22 |
|
|
2024
Q3 | $2.4M | Sell |
4,206
-98
| -2% | -$55.8K | 1.47% | 24 |
|
|
2024
Q2 | $2.3M | Sell |
4,304
-109
| -2% | -$58.3K | 1.46% | 24 |
|
|
2024
Q1 | $2.46M | Sell |
4,413
-200
| -4% | -$111K | 1.52% | 23 |
|
|
2023
Q4 | $2.34M | Sell |
4,613
-139
| -3% | -$70.5K | 1.49% | 22 |
|
|
2023
Q3 | $2.17M | Sell |
4,752
-129
| -3% | -$58.9K | 1.41% | 25 |
|
|
2023
Q2 | $2.34M | Sell |
4,881
-178
| -4% | -$85.3K | 1.44% | 25 |
|
|
2023
Q1 | $2.32M | Sell |
5,059
-174
| -3% | -$79.8K | 1.47% | 25 |
|
|
2022
Q4 | $2.32M | Sell |
5,233
-100
| -2% | -$44.3K | 1.54% | 25 |
|
|
2022
Q3 | $2.14M | Sell |
5,333
-74
| -1% | -$29.7K | 1.44% | 25 |
|
|
2022
Q2 | $2.24M | Sell |
5,407
-50
| -0.9% | -$20.7K | 1.48% | 23 |
|
|
2022
Q1 | $2.68M | Sell |
5,457
-64
| -1% | -$31.4K | 1.55% | 21 |
|
|
2021
Q4 | $2.86M | Sell |
5,521
-175
| -3% | -$90.6K | 1.62% | 20 |
|
|
2021
Q3 | $2.74M | Sell |
5,696
-274
| -5% | -$132K | 1.66% | 20 |
|
|
2021
Q2 | $2.93M | Sell |
5,970
-300
| -5% | -$147K | 1.82% | 18 |
|
|
2021
Q1 | $2.98M | Sell |
6,270
-1,567
| -20% | -$746K | 2.06% | 17 |
|
|
2020
Q4 | $3.29M | Sell |
7,837
-694
| -8% | -$291K | 2.63% | 15 |
|
|
2020
Q3 | $2.89M | Buy |
+8,531
| New | +$2.89M | 2.72% | 14 |
|