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

Capital Investment Advisors’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 		$627K Buy
1,017
+1
+0.1% +$634 0.01% 432
2025
Q4 		$613K Buy
1,016
+1
+0.1% +$598 0.01% 434
2025
Q3 		$605K Hold
1,015
– – 0.01% 433
2025
Q2 		$575K Buy
1,015
+1
+0.1% +$537 0.01% 430
2025
Q1 		$541K Sell
1,014
-102
-9% -$57.9K 0.01% 423
2024
Q4 		$636K Hold
1,116
– – 0.01% 387
2024
Q3 		$636K Sell
1,116
-32
-3% -$17.6K 0.01% 371
2024
Q2 		$614K Sell
1,148
-9
-0.8% -$4.84K 0.01% 365
2024
Q1 		$644K Buy
1,157
+151
+15% +$78.2K 0.02% 356
2023
Q4 		$510K Buy
1,006
+30
+3% +$13.9K 0.01% 379
2023
Q3 		$446K Buy
+976
New +$468K 0.01% 385
2023
Q2 		– Sell
-891
Closed -$408K – 585
2023
Q1 		$408K Sell
891
-32
-3% -$14.9K 0.01% 381
2022
Q4 		$409K Sell
923
-34
-4% -$15K 0.01% 388
2022
Q3 		$384K Hold
957
– – 0.01% 375
2022
Q2 		$396K Sell
957
-10
-1% -$4.51K 0.01% 374
2022
Q1 		$474K Hold
967
– – 0.01% 368
2021
Q4 		$500K Buy
967
+1
+0.1% +$509 0.02% 374
2021
Q3 		$465K Buy
966
+5
+0.5% +$2.46K 0.02% 373
2021
Q2 		$472K Hold
961
– – 0.02% 371
2021
Q1 		$457K Sell
961
-110
-10% -$50.2K 0.02% 360
2020
Q4 		$450K Sell
1,071
-149
-12% -$57.4K 0.02% 347
2020
Q3 		$414K Hold
1,220
– – 0.02% 339
2020
Q2 		$396K Buy
1,220
+1
+0.1% +$303 0.02% 341
2020
Q1 		$321K Sell
1,219
-162
-12% -$54.9K 0.02% 340
2019
Q4 		$518K Sell
1,381
-46
-3% -$16.6K 0.03% 316
2019
Q3 		$503K Sell
1,427
-38
-3% -$13.3K 0.03% 313
2019
Q2 		$519K Buy
1,465
+178
+14% +$62.2K 0.03% 304
2019
Q1 		$444K Sell
1,287
-82
-6% -$27.6K 0.03% 316
2018
Q4 		$414K Sell
1,369
-30
-2% -$9.99K 0.03% 314
2018
Q3 		$514K Sell
1,399
-16
-1% -$5.86K 0.03% 291
2018
Q2 		$502K Buy
1,415
+1
+0.1% +$352 0.03% 296
2018
Q1 		$483K Hold
1,414
– – 0.03% 299
2017
Q4 		$488K Sell
1,414
-75
-5% -$25.3K 0.03% 300
2017
Q3 		$486K Sell
1,489
-146
-9% -$46.4K 0.03% 283
2017
Q2 		$519K Buy
1,635
+82
+5% +$25.8K 0.04% 270
2017
Q1 		$485K Sell
1,553
-114
-7% -$35.4K 0.04% 289
2016
Q4 		$503K Sell
1,667
-40
-2% -$11.6K 0.04% 269
2016
Q3 		$482K Sell
1,707
-220
-11% -$62K 0.04% 270
2016
Q2 		$525K Buy
1,927
+1
+0.1% +$267 0.05% 250
2016
Q1 		$506K Sell
1,926
-330
-15% -$80.3K 0.05% 251
2015
Q4 		$573K Buy
2,256
+215
+11% +$55.9K 0.06% 229
2015
Q3 		$508K Buy
2,041
+86
+4% +$22.8K 0.06% 224
2015
Q2 		$534K Buy
1,955
+80
+4% +$22.2K 0.06% 230
2015
Q1 		$520K Buy
+1,875
New +$505K 0.06% 238
2014
Q4 		– Sell
-2,032
Closed -$507K – 405
2014
Q3 		$507K Buy
2,032
+202
+11% +$51.8K 0.06% 225
2014
Q2 		$477K Hold
1,830
– – 0.05% 235
2014
Q1 		$459K Hold
1,830
– – 0.06% 247
2013
Q4 		$447K Buy
+1,830
New +$430K 0.06% 238

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Capital Investment Advisors's MDY Position: Q1 2026 in Review

Capital Investment Advisors increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.1% in Q1 2026, buying an estimated $634 and bringing the position to 1,017 shares worth $627K. The position accounts for 0.01% of the portfolio, ranked #432.

Capital Investment Advisors first reported a position in MDY in Q4 2013 and has held it in 48 quarters since. The position peaked at $644K in Q1 2024. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

  • Capital Investment Advisors held 1,017 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $627K as of Q1 2026.
  • Capital Investment Advisors bought 1 State Street SPDR S&P MIDCAP 400 ETF Trust share in Q1 2026, an estimated $634.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.01% of Capital Investment Advisors's portfolio in Q1 2026, its #432 holding.
  • Capital Investment Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2013 and has held it in 48 quarters since.
  • Capital Investment Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $644K in Q1 2024.
  • 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 Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.