Baron Financial Group, LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Baron Financial Group, LLC

$163 Million
Q3 2024

A detailed history of Baron Financial Group, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Baron Financial Group, LLC holds 4,206 shares of MDY stock, worth $2.59 Million. This represents 1.47% of its overall portfolio holdings.

Number of Shares

4,206

Previous 4,304 2.28%

Holding current value

$2.59 Million

Previous $2.3 Million 4.04%

% of portfolio

1.47%

Previous 1.46%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	SELL	$523.84 - $572.02 $51,336 - $56,057	-98 Reduced 2.28%	4,206 $2.4 Million
Q2 2024 Jul 22, 2024	SELL	$516.55 - $556.17 $56,303 - $60,622	-109 Reduced 2.47%	4,304 $2.3 Million
Q1 2024 Apr 30, 2024	SELL	$491.35 - $556.4 $98,270 - $111,280	-200 Reduced 4.34%	4,413 $2.46 Million
Q4 2023 Jan 22, 2024	SELL	$425.08 - $512.6 $59,086 - $71,251	-139 Reduced 2.93%	4,613 $2.34 Million
Q3 2023 Oct 19, 2023	SELL	$450.89 - $498.33 $58,164 - $64,284	-129 Reduced 2.64%	4,752 $2.17 Million
Q2 2023 Aug 03, 2023	SELL	$439.95 - $478.91 $78,311 - $85,245	-178 Reduced 3.52%	4,881 $2.34 Million
Q1 2023 Apr 06, 2023	SELL	$433.1 - $497.12 $75,359 - $86,498	-174 Reduced 3.33%	5,059 $2.32 Million
Q4 2022 Jan 20, 2023	SELL	$409.49 - $470.66 $40,949 - $47,066	-100 Reduced 1.88%	5,233 $0
Q3 2022 Nov 03, 2022	SELL	$401.58 - $481.07 $29,716 - $35,599	-74 Reduced 1.37%	5,333 $2.14 Million
Q2 2022 Aug 11, 2022	SELL	$402.57 - $493.76 $20,128 - $24,688	-50 Reduced 0.92%	5,407 $2.24 Million
Q1 2022 May 13, 2022	SELL	$459.24 - $521.7 $29,391 - $33,388	-64 Reduced 1.16%	5,457 $2.68 Million
Q4 2021 Feb 09, 2022	SELL	$485.7 - $531.03 $84,997 - $92,930	-175 Reduced 3.07%	5,521 $2.86 Million
Q3 2021 Nov 12, 2021	SELL	$468.36 - $506.04 $128,330 - $138,654	-274 Reduced 4.59%	5,696 $2.74 Million
Q2 2021 Aug 06, 2021	SELL	$475.11 - $504.81 $142,533 - $151,443	-300 Reduced 4.78%	5,970 $2.93 Million
Q1 2021 May 13, 2021	SELL	$413.34 - $489.29 $647,703 - $766,717	-1,567 Reduced 19.99%	6,270 $2.98 Billion
Q4 2020 Feb 09, 2021	SELL	$343.51 - $421.75 $238,395 - $292,694	-694 Reduced 8.14%	7,837 $3.29 Billion
Q3 2020 Nov 13, 2020	BUY	$318.46 - $358.67 $2.72 Million - $3.06 Million	8,531 New	8,531 $2.89 Million

Others Institutions Holding MDY

# of Institutions

1,423

Shares Held

28.7M

Call Options Held

428K

Put Options Held

269K

View Full List

About SPDR S&P MIDCAP 400 ETF TRUST

Ticker MDY
Exchange NYSE
Sector ETFs
Industry ETFs

More about MDY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Baron Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baron Financial Group, LLC with notifications on news.

Account

Baron Financial Group, LLC Spdr S&P Midcap 400 ETF Trust Transaction History