SPDR S&P MIDCAP 400 ETF TR

Ticker: MDY CUSIP: 78467Y107 Class: Exchange Traded Fund

Baron Financial Group, LLC's Holding History (CIK: 0001832093)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 3,949 Value ($000) $2,382 Avg Close — Range —
Q3 2025
Shares 3,958 Value ($000) $2,359 Avg Close — Range —
Q2 2025
Shares 4,007 Value ($000) $2,270 Avg Close — Range —
Q1 2025
Shares 4,131 Value ($000) $2,204 Avg Close — Range —
Q4 2024
Shares 4,154 Value ($000) $2,366 Avg Close — Range —
Q3 2024
Shares 4,206 Value ($000) $2,396 Avg Close — Range —
Q2 2024
Shares 4,304 Value ($000) $2,303 Avg Close — Range —
Q1 2024
Shares 4,413 Value ($000) $2,456 Avg Close — Range —
Q4 2023
Shares 4,613 Value ($000) $2,340 Avg Close — Range —
Q3 2023
Shares 4,752 Value ($000) $2,170 Avg Close — Range —
Q2 2023
Shares 4,881 Value ($000) $2,338 Avg Close — Range —
Q1 2023
Shares 5,059 Value ($000) $2,319 Avg Close — Range —
Q4 2022
Shares 5,233 Value ($000) $2,317 Avg Close — Range —
Q3 2022
Shares 5,333 Value ($000) $2,142 Avg Close — Range —
Q2 2022
Shares 5,407 Value ($000) $2,235,862 Avg Close — Range —
Q1 2022
Shares 5,457 Value ($000) $2,676,317 Avg Close — Range —
Q4 2021
Shares 5,521 Value ($000) $2,858,279 Avg Close — Range —
Q3 2021
Shares 5,696 Value ($000) $2,739,038 Avg Close — Range —
Q2 2021
Shares 5,970 Value ($000) $2,931,547 Avg Close — Range —
Q1 2021
Shares 6,270 Value ($000) $2,984,904 Avg Close — Range —
Q4 2020
Shares 7,837 Value ($000) $3,290,708 Avg Close — Range —
Q3 2020
Shares 8,531 Value ($000) $2,890,563 Avg Close — Range —