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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$480K	Hold	683	–	–	0.01%	243
2026 Q1	$421K	Hold	683	–	–	0.01%	249
2025 Q4	$412K	Hold	683	–	–	0.01%	231
2025 Q3	$407K	Hold	683	–	–	0.01%	220
2025 Q2	$387K	Hold	683	–	–	0.01%	227
2025 Q1	$364K	Sell	683 -50	-7%	-$28.4K	0.01%	224
2024 Q4	$418K	Buy	733 +263	+56%	+$154K	0.01%	212
2024 Q3	$268K	Hold	470	–	–	0.01%	259
2024 Q2	$251K	Hold	470	–	–	0.01%	274
2024 Q1	$262K	Buy	+470	New	+$243K	0.01%	258
2022 Q1	–	Sell	-1,301	Closed	-$674K	–	270
2021 Q4	$674K	Buy	+1,301	New	+$662K	0.02%	150

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Capital Advisors Inc's MDY Position: Q2 2026 in Review

Capital Advisors Inc held its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) position steady in Q2 2026 at 683 shares worth $480K. The position accounts for 0.01% of the portfolio, ranked #243.

Capital Advisors Inc first reported a position in MDY in Q4 2021 and has held it in 11 quarters since. The position peaked at $674K in Q4 2021. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Capital Advisors Inc held 683 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $480K as of Q2 2026.
Capital Advisors Inc left its State Street SPDR S&P MIDCAP 400 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.01% of Capital Advisors Inc's portfolio in Q2 2026, its #243 holding.
Capital Advisors Inc first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2021 and has held it in 11 quarters since.
Capital Advisors Inc's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $674K in Q4 2021.
1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.