Baron Financial Group, LLC / MDY
Baron Financial Group, LLC’s State Str Spdr S&P Midcap 40 Position
Does Baron Financial Group, LLC own State Str Spdr S&P Midcap 40 (MDY)? Yes — 3.9K shares worth $3M (+1.30% of its 13F portfolio) as of Q2 2026, down from 3.9K shares the prior filed quarter.
Position Value
$3M
Q2 2026
Shares
3.9K
% of Portfolio
+1.30%
Quarters Held
24
currently held
Position History MDY
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2026 | 3.9K | $3M | +1.30% |
| Q1 2026 | 3.9K | $2M | +1.29% |
| Q4 2025 | 3.9K | $2M | +1.28% |
| Q3 2025 | 4.0K | $2M | +1.29% |
| Q2 2025 | 4.0K | $2M | +1.33% |
| Q1 2025 | 4.1K | $2M | +1.39% |
| Q4 2024 | 4.2K | $2M | +1.47% |
| Q3 2024 | 4.2K | $2M | +1.47% |
| Q2 2024 | 4.3K | $2M | +1.46% |
| Q1 2024 | 4.4K | $2M | +1.52% |
| Q4 2023 | 4.6K | $2M | +1.49% |
| Q3 2023 | 4.8K | $2M | +1.41% |
| Q2 2023 | 4.9K | $2M | +1.44% |
| Q1 2023 | 5.1K | $2M | +1.47% |
| Q4 2022 | 5.2K | $2M | +1.54% |
| Q3 2022 | 5.3K | $2M | +1.44% |
| Q2 2022 | 5.4K | $2M | +1.48% |
| Q1 2022 | 5.5K | $3M | +1.55% |
| Q4 2021 | 5.5K | $3M | +1.62% |
| Q3 2021 | 5.7K | $3M | +1.66% |
| Q2 2021 | 6.0K | $3M | +1.82% |
| Q1 2021 | 6.3K | $3M | +2.06% |
| Q4 2020 | 7.8K | $3M | +2.63% |
| Q3 2020 | 8.5K | $3M | +2.72% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Baron Financial Group, LLC’s full portfolio or all institutional holders of MDY.