SPDR S&P MidCap 400 ETF shares owned by Capital Advisors
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Capital Advisors
from 13F filings
Historical chart of Capital Advisors 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 Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in SPDR S&P MidCap 400 ETF by Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $432k | 724 | 596.69 |
| 2025-06-30 | $430k | 759 | 566.53 |
| 2025-03-31 | $434k | 814 | 533.17 |
| 2024-12-31 | $464k | 814 | 570.02 |
| 2024-09-30 | $466k | 818 | 569.68 |
| 2024-06-30 | $438k | 818 | 535.45 |
| 2024-03-31 | $455k | 818 | 556.23 |
| 2023-12-31 | $415k | 818 | 507.34 |
| 2023-09-30 | $374k | 818 | 457.21 |
| 2023-06-30 | $392k | 818 | 479.22 |
| 2023-03-31 | $375k | 818 | 458.44 |
| 2022-12-31 | $362k | 818 | 442.54 |
| 2022-09-30 | $313k | 780 | 401.28 |
| 2022-06-30 | $323k | 780 | 414.10 |
| 2022-03-31 | $383k | 780 | 491.03 |
| 2021-12-31 | $404k | 780 | 517.95 |
| 2021-09-30 | $428k | 1.2k | 347.40 |
| 2021-06-30 | $383k | 780 | 491.03 |
| 2021-03-31 | $371k | 780 | 475.64 |
| 2020-12-31 | $435k | 1.1k | 408.07 |
| 2020-09-30 | $264k | 780 | 338.46 |
| 2020-06-30 | $253k | 780 | 324.36 |
| 2020-03-31 | $205k | 780 | 262.82 |
| 2019-12-31 | $293k | 780 | 375.64 |
| 2019-09-30 | $275k | 780 | 352.56 |
| 2019-06-30 | $342k | 964 | 354.77 |
| 2019-03-31 | $430k | 1.2k | 345.66 |
| 2018-12-31 | $376k | 1.2k | 302.25 |
| 2018-09-30 | $421k | 1.1k | 367.36 |
| 2018-06-30 | $407k | 1.1k | 355.46 |
| 2018-03-31 | $391k | 1.1k | 341.48 |
| 2017-12-31 | $396k | 1.1k | 345.85 |
| 2017-09-30 | $380k | 1.2k | 326.46 |
| 2017-06-30 | $480k | 1.5k | 317.88 |
| 2017-03-31 | $472k | 1.5k | 312.58 |
| 2016-12-31 | $456k | 1.5k | 301.99 |
| 2016-09-30 | $445k | 1.6k | 282.54 |
| 2016-06-30 | $429k | 1.6k | 272.38 |
| 2016-03-31 | $414k | 1.6k | 262.86 |
| 2015-12-31 | $400k | 1.6k | 253.97 |
| 2015-09-30 | $392k | 1.6k | 248.89 |
| 2015-06-30 | $430k | 1.6k | 273.02 |
| 2015-03-31 | $436k | 1.6k | 277.00 |
| 2014-12-31 | $416k | 1.6k | 264.29 |
| 2014-09-30 | $392k | 1.6k | 249.05 |
| 2014-06-30 | $410k | 1.6k | 260.48 |
| 2014-03-31 | $375k | 1.5k | 250.50 |
| 2013-12-31 | $369k | 1.5k | 244.05 |