A detailed history of Cape Investment Advisory, Inc. transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 12,132 shares of MDYV stock, worth $884,908. This represents 0.43% of its overall portfolio holdings.

Number of Shares
12,132
Previous 12,282 1.22%
Holding current value
$884,908
Previous $901 Million 2.31%
% of portfolio
0.43%
Previous 0.44%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Jun 21, 2024

SELL
$70.29 - $76.0 $10,543 - $11,400
-150 Reduced 1.22%
12,132 $922 Million
Q4 2023

Feb 12, 2024

BUY
$59.86 - $74.11 $4,250 - $5,261
71 Added 0.58%
12,282 $901 Million
Q3 2023

Nov 06, 2023

BUY
$63.95 - $71.85 $2,813 - $3,161
44 Added 0.36%
12,211 $792 Million
Q2 2023

Oct 12, 2023

BUY
$62.86 - $68.78 $3,017 - $3,301
48 Added 0.4%
12,167 $837 Million
Q1 2023

Oct 12, 2023

BUY
$62.53 - $74.6 $757,801 - $904,077
12,119 New
12,119 $801 Million

Others Institutions Holding MDYV

About SPDR S&P 400 MID CAP VALUE ETF


  • Ticker MDYV
  • Sector ETFs
  • Industry ETFs
More about MDYV
Track This Portfolio

Track Cape Investment Advisory, Inc. Portfolio

Follow Cape Investment Advisory, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cape Investment Advisory, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cape Investment Advisory, Inc. with notifications on news.