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

Capital Investment Advisory Services’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 Q2	$3.11M	Buy	4,421 +813	+23%	+$544K	0.19%	123
2026 Q1	$2.23M	Sell	3,608 -150	-4%	-$95.1K	0.16%	139
2025 Q4	$2.27M	Sell	3,758 -130	-3%	-$77.8K	0.16%	145
2025 Q3	$2.32M	Sell	3,888 -73	-2%	-$42.8K	0.18%	135
2025 Q2	$2.24M	Sell	3,961 -11	-0.3%	-$5.9K	0.18%	128
2025 Q1	$2.12M	Sell	3,972 -35	-0.9%	-$19.9K	0.19%	122
2024 Q4	$2.28M	Sell	4,007 -36	-0.9%	-$21.1K	0.22%	107
2024 Q3	$2.3M	Buy	4,043 +83	+2%	+$45.7K	0.22%	105
2024 Q2	$2.12M	Buy	3,960 +1,338	+51%	+$719K	0.22%	102
2024 Q1	$1.46M	Buy	2,622 +518	+25%	+$268K	0.16%	149
2023 Q4	$1.07M	Buy	2,104 +19	+0.9%	+$8.82K	0.1%	179
2023 Q3	$952K	Buy	2,085 +376	+22%	+$180K	0.09%	184
2023 Q2	$818K	Buy	1,709 +1,102	+182%	+$502K	0.08%	202
2023 Q1	$278K	Sell	607 -856	-59%	-$399K	0.03%	378
2022 Q4	$648K	Buy	+1,463	New	+$647K	0.08%	219
2022 Q2	–	Sell	-813	Closed	-$399K	–	860
2022 Q1	$399K	Buy	813 +3	+0.4%	+$1.46K	0.04%	334
2021 Q4	$419K	Buy	810 +42	+5%	+$21.4K	0.05%	308
2021 Q3	$369K	Sell	768 -52	-6%	-$25.5K	0.05%	321
2021 Q2	$403K	Buy	820 +81	+11%	+$40K	0.05%	314
2021 Q1	$352K	Buy	739 +28	+4%	+$12.8K	0.05%	309
2020 Q4	$299K	Buy	711 +106	+18%	+$40.8K	0.04%	337
2020 Q3	$205K	Sell	605 -21	-3%	-$7.17K	0.04%	352
2020 Q2	$203K	Buy	+626	New	+$190K	0.04%	312
2020 Q1	–	Sell	-690	Closed	-$259K	–	590
2019 Q4	$259K	Sell	690 -162	-19%	-$58.6K	0.07%	254
2019 Q3	$300K	Sell	852 -59	-6%	-$20.7K	0.08%	217
2019 Q2	$321K	Sell	911 -50	-5%	-$17.5K	0.1%	211
2019 Q1	$332K	Hold	961	–	–	0.12%	151
2018 Q4	$291K	Sell	961 -224	-19%	-$74.6K	0.12%	153
2018 Q3	$435K	Buy	1,185 +7	+0.6%	+$2.56K	0.2%	122
2018 Q2	$418K	Buy	1,178 +79	+7%	+$27.8K	0.21%	126
2018 Q1	$376K	Buy	+1,099	New	+$382K	0.21%	117

Other funds holding MDY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Capital Investment Advisory Services's MDY Position: Q2 2026 in Review

Capital Investment Advisory Services increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 23% in Q2 2026, buying an estimated $544K and bringing the position to 4,421 shares worth $3.11M. The position accounts for 0.19% of the portfolio, ranked #123.

Capital Investment Advisory Services first reported a position in MDY in Q1 2018 and has held it in 31 quarters since. 1,322 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Capital Investment Advisory Services held 4,421 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $3.11M as of Q2 2026.
Capital Investment Advisory Services bought 813 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $544K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.19% of Capital Investment Advisory Services's portfolio in Q2 2026, its #123 holding.
Capital Investment Advisory Services first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2018 and has held it in 31 quarters since.
1,322 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.