Capital Directions Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $51.8K | Buy |
+117
| New | +$51.7K | 0.02% | 122 |
|
|
2022
Q3 | – | Sell |
-117
| Closed | -$51.7K | – | 116 |
|
|
2022
Q2 | $48K | Sell |
117
-68
| -37% | -$30.7K | 0.02% | 131 |
|
|
2022
Q1 | $91K | Buy |
+185
| New | +$90K | 0.03% | 105 |
|
|
2021
Q4 | – | Sell |
-190
| Closed | -$91K | – | 152 |
|
|
2021
Q3 | $91K | Buy |
190
+66
| +53% | +$32.4K | 0.03% | 94 |
|
|
2021
Q2 | $61K | Buy |
+124
| New | +$61.2K | 0.02% | 112 |
|
|
2021
Q1 | – | Sell |
-156
| Closed | -$66K | – | 284 |
|
|
2020
Q4 | $66K | Hold |
156
| – | – | 0.02% | 95 |
|
|
2020
Q3 | $53K | Sell |
156
-200
| -56% | -$68.3K | 0.02% | 104 |
|
|
2020
Q2 | $116K | Hold |
356
| – | – | 0.05% | 70 |
|
|
2020
Q1 | $94K | Hold |
356
| – | – | 0.04% | 76 |
|
|
2019
Q4 | $134K | Hold |
356
| – | – | 0.04% | 80 |
|
|
2019
Q3 | $125K | Hold |
356
| – | – | 0.04% | 74 |
|
|
2019
Q2 | $126K | Buy |
356
+196
| +123% | +$68.5K | 0.04% | 54 |
|
|
2019
Q1 | $55K | Sell |
160
-10
| -6% | -$3.36K | 0.02% | 67 |
|
|
2018
Q4 | $51K | Sell |
170
-9
| -5% | -$3K | 0.02% | 67 |
|
|
2018
Q3 | $66K | Buy |
+179
| New | +$65.6K | 0.02% | 84 |
|
|
2018
Q2 | – | Sell |
-679
| Closed | -$232K | – | 163 |
|
|
2018
Q1 | $232K | Hold |
679
| – | – | 0.07% | 40 |
|
|
2017
Q4 | $235K | Hold |
679
| – | – | 0.07% | 39 |
|
|
2017
Q3 | $222K | Buy |
+679
| New | +$216K | 0.07% | 38 |
|
|
2017
Q2 | – | Sell |
-537
| Closed | -$168K | – | 114 |
|
|
2017
Q1 | $168K | Hold |
537
| – | – | 0.06% | 39 |
|
|
2016
Q4 | $162K | Hold |
537
| – | – | 0.06% | 38 |
|
|
2016
Q3 | $152K | Hold |
537
| – | – | 0.05% | 38 |
|
|
2016
Q2 | $146K | Hold |
537
| – | – | 0.05% | 39 |
|
|
2016
Q1 | $141K | Hold |
537
| – | – | 0.05% | 32 |
|
|
2015
Q4 | $136K | Buy |
537
+500
| +1,351% | +$130K | 0.05% | 40 |
|
|
2015
Q3 | $9K | Hold |
37
| – | – | ﹤0.01% | 57 |
|
|
2015
Q2 | $10K | Sell |
37
-500
| -93% | -$139K | ﹤0.01% | 55 |
|
|
2015
Q1 | $148K | Hold |
537
| – | – | 0.05% | 38 |
|
|
2014
Q4 | $145K | Hold |
537
| – | – | 0.05% | 38 |
|
|
2014
Q3 | $140K | Hold |
537
| – | – | 0.05% | 38 |
|
|
2014
Q2 | $140K | Hold |
537
| – | – | 0.05% | 36 |
|
|
2014
Q1 | $135K | Hold |
537
| – | – | 0.05% | 36 |
|
|
2013
Q4 | $131K | Buy |
537
+500
| +1,351% | +$118K | 0.05% | 36 |
|
|
2013
Q3 | $8K | Hold |
37
| – | – | ﹤0.01% | 56 |
|
|
2013
Q2 | $8K | Buy |
+37
| New | +$7.83K | ﹤0.01% | 60 |
|
Other funds holding MDY
V
AWA
Capital Directions Investment Advisors's MDY Position: Q4 2022 in Review
Capital Directions Investment Advisors opened a new position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q4 2022: 117 shares worth $51.8K. The stake represents 0.02% of the portfolio and ranks #122 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in MDY as recently as Q2 2022.
Capital Directions Investment Advisors first reported a position in MDY in Q2 2013 and has held it in 34 quarters since. The position peaked at $235K in Q4 2017. 1,146 funds tracked by Wall St. Rank hold MDY as of Q4 2022.
- Capital Directions Investment Advisors held 117 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $51.8K as of Q4 2022.
- State Street SPDR S&P MIDCAP 400 ETF Trust was a new Capital Directions Investment Advisors position in Q4 2022.
- State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #122 holding.
- Capital Directions Investment Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and has held it in 34 quarters since.
- Capital Directions Investment Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $235K in Q4 2017.
- 1,146 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q4 2022.
Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.