Capital Asset Advisory Services’s State Street 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
2026
Q1
$287K Buy
429
+2
+0.5% +$1.27K 0.01% 248
2025
Q4
$268K Buy
427
+1
+0.2% +$598 0.01% 248
2025
Q3
$254K Hold
426
0.01% 249
2025
Q2
$244K Hold
426
0.01% 242
2025
Q1
$232K Hold
426
0.01% 256
2024
Q4
$245K Hold
426
0.01% 277
2024
Q3
$241K Buy
+426
New +$235K 0.01% 287
2021
Q4
Sell
-470
Closed -$227K 664
2021
Q3
$227K Buy
470
+21
+5% +$10.3K 0.03% 393
2021
Q2
$220K Sell
449
-23
-5% -$11.3K 0.02% 411
2021
Q1
$225K Hold
472
0.03% 397
2020
Q4
$199K Buy
+472
New +$182K 0.04% 341
2020
Q1
Sell
-597
Closed -$226K 580
2019
Q4
$226K Buy
+597
New +$216K 0.05% 322

Other funds holding MDY

Capital Asset Advisory Services's MDY Position: Q1 2026 in Review

Capital Asset Advisory Services increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.47% in Q1 2026, buying an estimated $1.27K and bringing the position to 429 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #248.

Capital Asset Advisory Services first reported a position in MDY in Q4 2019 and has held it in 12 quarters since. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • Capital Asset Advisory Services held 429 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $287K as of Q1 2026.
  • Capital Asset Advisory Services bought 2 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $1.27K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.01% of Capital Asset Advisory Services's portfolio in Q1 2026, its #248 holding.
  • Capital Asset Advisory Services first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2019 and has held it in 12 quarters since.
  • 1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Capital Asset Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.