Capital Advisors Ltd’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $432K | Sell |
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|
2025
Q2 | $430K | Sell |
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|
2025
Q1 | $434K | Hold |
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|
2024
Q4 | $464K | Sell |
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|
2024
Q3 | $466K | Hold |
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|
2024
Q2 | $438K | Hold |
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|
2024
Q1 | $455K | Hold |
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|
2023
Q4 | $415K | Hold |
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|
2023
Q3 | $374K | Hold |
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|
2023
Q2 | $392K | Hold |
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|
2023
Q1 | $375K | Hold |
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|
2022
Q4 | $362K | Buy |
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|
2022
Q3 | $313K | Hold |
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|
2022
Q2 | $323K | Hold |
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|
2022
Q1 | $383K | Hold |
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|
2021
Q4 | $404K | Sell |
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|
2021
Q3 | $428K | Buy |
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|
2021
Q2 | $383K | Hold |
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|
2021
Q1 | $371K | Sell |
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|
2020
Q4 | $435K | Buy |
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|
2020
Q3 | $264K | Hold |
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|
2020
Q2 | $253K | Hold |
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|
2020
Q1 | $205K | Hold |
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|
2019
Q4 | $293K | Hold |
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|
2019
Q3 | $275K | Sell |
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|
2019
Q2 | $342K | Sell |
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|
2019
Q1 | $430K | Hold |
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|
2018
Q4 | $376K | Buy |
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|
2018
Q3 | $421K | Buy |
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|
2018
Q2 | $407K | Hold |
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|
2018
Q1 | $391K | Hold |
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|
2017
Q4 | $396K | Sell |
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|
2017
Q3 | $380K | Sell |
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|
2017
Q2 | $480K | Hold |
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|
2017
Q1 | $472K | Hold |
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|
2016
Q4 | $456K | Sell |
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|
2016
Q3 | $445K | Hold |
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|
2016
Q2 | $429K | Hold |
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|
2016
Q1 | $414K | Hold |
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|
2015
Q4 | $400K | Hold |
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|
2015
Q3 | $392K | Hold |
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|
2015
Q2 | $430K | Buy |
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|
2015
Q1 | $436K | Hold |
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|
2014
Q4 | $416K | Hold |
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|
2014
Q3 | $392K | Hold |
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|
2014
Q2 | $410K | Buy |
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|
2014
Q1 | $375K | Sell |
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|
2013
Q4 | $369K | Buy |
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