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SPDR S&P MidCap 400 ETF shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners from 13F filings

Historical chart of Holt Capital Advisors, L.L.C. dba Holt Capital Partners 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 Holt Capital Advisors, L.L.C. dba Holt Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR S&P MidCap 400 ETF by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $23M 45k 507.38
2023-09-30 $20M 44k 456.64
2023-06-30 $21M 45k 478.91
2023-03-31 $20M 44k 458.41
2022-12-31 $20M 44k 442.79
2022-09-30 $10M 25k 401.66
2022-06-30 $18M 44k 413.49
2022-03-31 $21M 43k 490.45
2021-12-31 $22M 42k 517.67
2021-09-30 $20M 42k 480.88
2021-06-30 $20M 41k 491.01
2021-03-31 $20M 41k 476.06
2020-12-31 $17M 41k 419.92
2020-09-30 $14M 41k 338.84
2020-06-30 $14M 42k 324.48
2020-03-31 $11M 42k 262.87
2019-12-31 $16M 43k 375.39
2019-09-30 $15M 42k 352.48
2019-06-30 $14M 41k 354.60
2019-03-31 $14M 40k 345.40
2018-12-31 $12M 39k 302.67
2018-09-30 $14M 38k 367.45
2018-06-30 $13M 37k 355.02
2018-03-31 $13M 37k 341.74
2017-12-31 $12M 35k 345.42
2017-09-30 $12M 36k 326.33
2017-06-30 $11M 35k 317.63
2017-03-31 $11M 34k 312.42
2016-12-31 $9.9M 33k 301.73
2016-09-30 $6.2M 22k 282.28
2016-06-30 $4.2M 16k 272.21
2016-03-31 $3.3M 13k 262.69
2015-12-31 $2.8M 11k 254.01
2015-09-30 $2.7M 11k 248.90
2015-06-30 $2.8M 10k 273.17
2015-03-31 $2.8M 9.9k 277.20
2014-12-31 $2.4M 9.2k 263.92
2014-09-30 $2.3M 9.2k 249.37
2014-06-30 $2.3M 9.0k 260.55
2014-03-31 $2.2M 8.9k 250.62
2013-12-31 $2.2M 8.9k 244.25

More positions owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Spdr Ser Tr Portfolio Short (SPSB)
Select Sector Spdr Tr Technology (XLK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Vanguard Whitehall Fds High Div Yld (VYM)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core High Dv Etf (HDV)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Div Grwth (DGRO)
Select Sector Spdr Tr Sbi Cons Discr (XLY)

View all positions for Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Top funds holding SPDR S&P MidCap 400 ETF

Granite Bay Wealth Management
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
Bnp Paribas Arbitrage, Snc
Citadel Advisors
Arvest Trust Co N A

View all funds holding SPDR S&P MidCap 400 ETF