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

Capital Analysts LLC’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 Q1	$14K	Sell	23 -6	-21%	-$3.8K	﹤0.01%	1201
2025 Q4	$18K	Hold	29	–	–	﹤0.01%	1127
2025 Q3	$18K	Sell	29 -16	-36%	-$9.39K	﹤0.01%	1094
2025 Q2	$25K	Hold	45	–	–	﹤0.01%	963
2025 Q1	$24K	Buy	45 +6	+15%	+$3.41K	﹤0.01%	949
2024 Q4	$22K	Hold	39	–	–	﹤0.01%	920
2024 Q3	$22K	Hold	39	–	–	﹤0.01%	889
2024 Q2	$21K	Hold	39	–	–	﹤0.01%	849
2024 Q1	$22K	Sell	39 -3	-7%	-$1.55K	﹤0.01%	807
2023 Q4	$21K	Hold	42	–	–	﹤0.01%	800
2023 Q3	$19K	Hold	42	–	–	﹤0.01%	776
2023 Q2	$20K	Hold	42	–	–	﹤0.01%	728
2023 Q1	$19K	Hold	42	–	–	﹤0.01%	740
2022 Q4	$18K	Buy	42 +3	+8%	+$1.33K	﹤0.01%	783
2022 Q3	$16K	Sell	39 -12	-24%	-$5.3K	﹤0.01%	742
2022 Q2	$21K	Sell	51 -4	-7%	-$1.81K	﹤0.01%	705
2022 Q1	$27K	Hold	55	–	–	﹤0.01%	638
2021 Q4	$28K	Hold	55	–	–	﹤0.01%	664
2021 Q3	$26K	Sell	55 -35	-39%	-$17.2K	﹤0.01%	665
2021 Q2	$44K	Buy	90 +35	+64%	+$17.3K	﹤0.01%	576
2021 Q1	$26K	Buy	55 +51	+1,275%	+$23.3K	﹤0.01%	678
2020 Q4	$2K	Sell	4 -70	-95%	-$27K	﹤0.01%	693
2020 Q3	$25K	Sell	74 -75	-50%	-$25.6K	﹤0.01%	478
2020 Q2	$48K	Sell	149 -5	-3%	-$1.52K	0.01%	381
2020 Q1	$41K	Sell	154 -196	-56%	-$66.5K	0.01%	366
2019 Q4	$132K	Buy	350 +24	+7%	+$8.68K	0.01%	269
2019 Q3	$114K	Buy	326 +23	+8%	+$8.06K	0.01%	269
2019 Q2	$107K	Hold	303	–	–	0.01%	267
2019 Q1	$104K	Buy	303 +44	+17%	+$14.8K	0.01%	261
2018 Q4	$78K	Sell	259 -11	-4%	-$3.66K	0.01%	258
2018 Q3	$100K	Sell	270 -2	-0.7%	-$732	0.01%	242
2018 Q2	$97K	Sell	272 -15	-5%	-$5.27K	0.01%	252
2018 Q1	$98K	Buy	287 +215	+299%	+$74.8K	0.01%	245
2017 Q4	$25K	Hold	72	–	–	﹤0.01%	353
2017 Q3	$24K	Hold	72	–	–	﹤0.01%	347
2017 Q2	$22.9K	Buy	72 +1	+1%	+$315	﹤0.01%	352
2017 Q1	$22.5K	Hold	71	–	–	﹤0.01%	306
2016 Q4	$22K	Hold	71	–	–	﹤0.01%	315
2016 Q3	$20.1K	Buy	+71	New	+$20K	﹤0.01%	302
2015 Q2	–	Sell	-13,828	Closed	-$3.83M	–	390
2015 Q1	$3.83M	Sell	13,828 -48	-0.3%	-$12.9K	0.8%	21
2014 Q4	$3.66M	Buy	13,876 +340	+3%	+$87K	0.8%	22
2014 Q3	$3.37M	Buy	13,536 +736	+6%	+$189K	0.79%	21
2014 Q2	$3.34M	Buy	12,800 +93	+0.7%	+$23.3K	0.81%	22
2014 Q1	$3.18M	Buy	12,707 +262	+2%	+$64.2K	0.83%	21
2013 Q4	$3.04M	Sell	12,445 -115	-0.9%	-$27.1K	0.83%	22
2013 Q3	$2.84M	Buy	12,560 +304	+2%	+$67.6K	0.85%	23
2013 Q2	$2.58M	Buy	+12,256	New	+$2.59M	0.81%	27

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Capital Analysts LLC's MDY Position: Q1 2026 in Review

Capital Analysts LLC reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 21% in Q1 2026, selling an estimated $3.8K and leaving 23 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #1201.

Capital Analysts LLC first reported a position in MDY in Q2 2013 and has held it in 47 quarters since. The position peaked at $3.83M in Q1 2015. 1,447 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Capital Analysts LLC held 23 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $14K as of Q1 2026.
Capital Analysts LLC sold 6 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $3.8K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #1201 holding.
Capital Analysts LLC first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and has held it in 47 quarters since.
Capital Analysts LLC's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $3.83M in Q1 2015.
1,447 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.