Capital Directions Investment Advisory »

SPDR S&P MidCap 400 ETF shares owned by Capital Directions Investment Advisory

Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Capital Directions Investment Advisory from 13F filings

Historical chart of Capital Directions Investment Advisory investment in SPDR S&P MidCap 400 ETF

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P MidCap 400 ETF held by Capital Directions Investment Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR S&P MidCap 400 ETF by Capital Directions Investment Advisory

Quarter filed Position value Share count Share price at filing
2022-12-31 $52k 117 442.79
2022-09-30 $0 0 0.00
2022-06-30 $48k 117 410.26
2022-03-31 $91k 185 491.89
2021-09-30 $91k 190 478.95
2021-06-30 $61k 124 491.94
2020-12-31 $68k 156 434.78
2020-09-30 $53k 156 339.74
2020-06-30 $116k 356 325.84
2020-03-31 $94k 356 264.04
2019-12-31 $134k 356 376.40
2019-09-30 $125k 356 351.12
2019-06-30 $126k 356 353.93
2019-03-31 $55k 160 343.75
2018-12-31 $51k 170 300.00
2018-09-30 $66k 179 368.72
2018-03-31 $232k 679 341.68
2017-12-31 $235k 679 346.10
2017-09-30 $222k 679 326.95
2017-03-31 $168k 537 312.85
2016-12-31 $162k 537 301.68
2016-09-30 $152k 537 283.05
2016-06-30 $146k 537 271.88
2016-03-31 $141k 537 262.57
2015-12-31 $136k 537 253.26
2015-09-30 $9.0k 37 243.24
2015-06-30 $10k 37 270.27
2015-03-31 $148k 537 275.61
2014-12-31 $145k 537 270.02
2014-09-30 $140k 537 260.71
2014-06-30 $140k 537 260.71
2014-03-31 $135k 537 251.40
2013-12-31 $131k 537 243.95
2013-09-30 $8.0k 37 216.22
2013-06-30 $8.0k 37 216.22

More positions owned by Capital Directions Investment Advisory

SPDR DJ Wilshire Large Cap Growth (SPYG)
iShares Russell 2000 Index (IWM)
SPDR DJ Wilshire Small Cap Growth (SLYG)
iShares S&P Natl AMTFr Mncpl Bd (MUB)
iShares S&P MidCap 400 Growth (IJK)
iShares MSCI EAFE Index Fund (EFA)
iShares Russell 3000 Index (IWV)
iShares Russell 2000 Value Index (IWN)
Vanguard Total Stock Market ETF (VTI)
Vanguard FTSE All-World ex-US ETF (VEU)
iShares Russell 1000 Value Index (IWD)
ISHARES TR MSCI Small Cap msci small cap (SCZ)
iShares Russell 1000 Growth Index (IWF)
iShares Russell 2000 Growth Index (IWO)
Ishares Inc core msci emkt (IEMG)

View all positions for Capital Directions Investment Advisory

Top funds holding SPDR S&P MidCap 400 ETF

Bank of America Corporation
Wells Fargo & Company
Us Bancorp
Pathstone Holdings
Pnc Financial Services
UBS Group
Royal Bank of Canada
Bank Of Montreal
Goldman Sachs Group
Jpmorgan Chase & Co
Raymond James & Associates
Citadel Advisors
Arvest Trust Co N A
Creative Planning
CI Private Wealth

View all funds holding SPDR S&P MidCap 400 ETF