Capital Advisors Inc’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History

Capital Advisors Inc’s Portfolio MDY Stock Details MDY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$407K	Hold
2025 Q2	$387K	Hold
2025 Q1	$364K	Sell
2024 Q4	$418K	Buy
2024 Q3	$268K	Hold
2024 Q2	$251K	Hold
2024 Q1	$262K	Buy
2022 Q1	–	Sell
2021 Q4	$674K	Buy