SPDR S&P MidCap 400 ETF shares owned by Capstone Financial Advisors
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Capstone Financial Advisors
from 13F filings
Historical chart of Capstone Financial Advisors investment in SPDR S&P MidCap 400 ETF
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Quarterly reported holdings in SPDR S&P MidCap 400 ETF by Capstone Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.1M | 15k | 596.04 |
| 2025-06-30 | $8.8M | 16k | 566.49 |
| 2025-03-31 | $8.4M | 16k | 533.48 |
| 2024-12-31 | $9.0M | 16k | 569.59 |
| 2024-09-30 | $9.2M | 16k | 569.65 |
| 2024-06-30 | $8.7M | 16k | 535.07 |
| 2024-03-31 | $9.0M | 16k | 556.40 |
| 2023-09-30 | $7.5M | 16k | 456.65 |
| 2023-06-30 | $7.9M | 17k | 478.92 |
| 2023-03-31 | $7.7M | 17k | 458.42 |
| 2022-12-31 | $7.3M | 17k | 442.79 |
| 2022-09-30 | $6.6M | 17k | 401.66 |
| 2022-06-30 | $6.9M | 17k | 413.46 |
| 2022-03-31 | $11M | 22k | 490.43 |
| 2021-12-31 | $12M | 22k | 517.67 |
| 2021-09-30 | $11M | 22k | 480.88 |
| 2021-06-30 | $12M | 24k | 491.00 |
| 2021-03-31 | $11M | 24k | 476.05 |
| 2020-12-31 | $10M | 24k | 419.94 |
| 2020-09-30 | $8.8M | 26k | 338.84 |
| 2020-06-30 | $9.1M | 28k | 324.49 |
| 2020-03-31 | $8.5M | 32k | 262.87 |
| 2019-12-31 | $22M | 59k | 375.38 |
| 2019-09-30 | $21M | 61k | 352.47 |
| 2019-06-30 | $22M | 63k | 354.58 |
| 2019-03-31 | $22M | 65k | 345.40 |
| 2018-12-31 | $21M | 68k | 302.66 |
| 2018-09-30 | $28M | 76k | 367.46 |
| 2018-06-30 | $28M | 80k | 355.02 |
| 2018-03-31 | $28M | 81k | 341.73 |
| 2017-12-31 | $29M | 84k | 345.41 |
| 2017-09-30 | $28M | 85k | 326.33 |
| 2017-06-30 | $27M | 86k | 317.62 |
| 2017-03-31 | $27M | 86k | 312.42 |
| 2016-12-31 | $26M | 88k | 301.73 |
| 2016-09-30 | $25M | 87k | 282.27 |
| 2016-06-30 | $24M | 87k | 272.23 |
| 2016-03-31 | $25M | 93k | 262.72 |
| 2015-12-31 | $24M | 95k | 254.04 |
| 2015-09-30 | $24M | 97k | 248.89 |
| 2015-06-30 | $30M | 111k | 273.19 |
| 2015-03-31 | $31M | 110k | 277.24 |
| 2014-12-31 | $28M | 107k | 263.96 |
| 2014-09-30 | $26M | 105k | 249.32 |
| 2014-06-30 | $27M | 105k | 260.56 |
| 2014-03-31 | $26M | 104k | 250.57 |
| 2013-12-31 | $25M | 101k | 244.20 |
More positions owned by Capstone Financial Advisors
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