Capstone Financial Advisors, Inc. Spdr S&P Midcap 400 ETF Trust Transaction History

Capstone Financial Advisors, Inc.

  • $1.72 Billion
  • Q2 2025

A detailed history of Capstone Financial Advisors, Inc. transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Capstone Financial Advisors, Inc. holds 15,450 shares of MDY stock, worth $8.83 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
15,450
Previous 15,663 1.36%
Holding current value
$8.83 Million
Previous $8.36 Million 4.75%
% of portfolio
0.51%
Previous 0.53%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
SELL
$468.22 - $566.51 $99,730 - $120,666
-213 Reduced 1.36%
15,450 $8.75 Million
Q1 2025

May 09, 2025
SELL
$522.96 - $601.18 $37,130 - $42,683
-71 Reduced 0.45%
15,663 $8.36 Million
Q4 2024

Feb 14, 2025
SELL
$563.99 - $620.12 $213,188 - $234,405
-378 Reduced 2.35%
15,734 $8.96 Million
Q3 2024

Nov 14, 2024
SELL
$523.84 - $572.02 $54,479 - $59,490
-104 Reduced 0.64%
16,112 $9.18 Million
Q2 2024

Aug 13, 2024
SELL
$516.55 - $556.17 $6,715 - $7,230
-13 Reduced 0.08%
16,216 $8.68 Million
Q1 2024

May 14, 2024
SELL
$491.35 - $556.4 $28,498 - $32,271
-58 Reduced 0.36%
16,229 $9.03 Million
Q4 2023

Feb 13, 2024
SELL
$425.08 - $512.6 $13,177 - $15,890
-31 Reduced 0.19%
16,287 $8.26 Million
Q3 2023

Nov 13, 2023
SELL
$450.89 - $498.33 $61,771 - $68,271
-137 Reduced 0.83%
16,318 $7.45 Million
Q2 2023

Aug 14, 2023
SELL
$439.95 - $478.91 $190,498 - $207,368
-433 Reduced 2.56%
16,455 $7.88 Million
Q1 2023

May 12, 2023
BUY
$433.1 - $497.12 $169,775 - $194,871
392 Added 2.38%
16,888 $7.74 Million
Q4 2022

Feb 15, 2023
SELL
$409.49 - $470.66 $21,702 - $24,944
-53 Reduced 0.32%
16,496 $7.3 Million
Q3 2022

Nov 14, 2022
SELL
$401.58 - $481.07 $96,780 - $115,937
-241 Reduced 1.44%
16,549 $6.65 Million
Q2 2022

Sep 02, 2022
SELL
$402.57 - $493.76 $1.99 Million - $2.44 Million
-4,938 Reduced 22.73%
16,790 $6.94 Million
Q1 2022

May 13, 2022
SELL
$459.24 - $521.7 $235,130 - $267,110
-512 Reduced 2.3%
21,728 $10.7 Million
Q4 2021

Feb 11, 2022
SELL
$485.7 - $531.03 $44,684 - $48,854
-92 Reduced 0.41%
22,240 $11.5 Million
Q3 2021

Nov 15, 2021
SELL
$468.36 - $506.04 $646,805 - $698,841
-1,381 Reduced 5.82%
22,332 $10.7 Million
Q2 2021

Aug 16, 2021
SELL
$475.11 - $504.81 $52,262 - $55,529
-110 Reduced 0.46%
23,713 $11.6 Million
Q1 2021

May 13, 2021
SELL
$413.34 - $489.29 $217,416 - $257,366
-526 Reduced 2.16%
23,823 $11.3 Million
Q4 2020

Feb 16, 2021
SELL
$343.51 - $421.75 $578,470 - $710,227
-1,684 Reduced 6.47%
24,349 $10.2 Million
Q3 2020

Nov 13, 2020
SELL
$318.46 - $358.67 $677,682 - $763,249
-2,128 Reduced 7.56%
26,033 $8.82 Million
Q2 2020

Aug 14, 2020
SELL
$243.09 - $355.21 $1.04 Million - $1.52 Million
-4,285 Reduced 13.21%
28,161 $9.14 Million
Q1 2020

May 14, 2020
SELL
$220.85 - $384.02 $5.8 Million - $10.1 Million
-26,257 Reduced 44.73%
32,446 $8.53 Million
Q4 2019

Feb 14, 2020
SELL
$338.73 - $376.09 $622,924 - $691,629
-1,839 Reduced 3.04%
58,703 $22 Million
Q3 2019

Nov 13, 2019
SELL
$334.13 - $362.01 $830,981 - $900,318
-2,487 Reduced 3.95%
60,542 $21.3 Million
Q2 2019

Aug 12, 2019
SELL
$330.13 - $361.02 $592,253 - $647,669
-1,794 Reduced 2.77%
63,029 $22.3 Million
Q1 2019

May 14, 2019
SELL
$296.63 - $352.26 $884,550 - $1.05 Million
-2,982 Reduced 4.4%
64,823 $22.4 Million
Q4 2018

Feb 14, 2019
SELL
$284.96 - $364.55 $2.34 Million - $2.99 Million
-8,198 Reduced 10.79%
67,805 $20.5 Million
Q3 2018

Nov 20, 2018
SELL
$355.06 - $373.52 $1.38 Million - $1.46 Million
-3,896 Reduced 4.88%
76,003 $27.9 Million
Q2 2018

Aug 15, 2018
SELL
$333.64 - $365.14 $414,380 - $453,503
-1,242 Reduced 1.53%
79,899 $28.4 Million
Q1 2018

May 15, 2018
SELL
$327.4 - $362.51 $807,041 - $893,587
-2,465 Reduced 2.95%
81,141 $27.7 Million
Q4 2017

Feb 14, 2018
BUY
$329.2 - $347.26 $27.5 Million - $29 Million
83,606
83,606 $28.9 Million

Others Institutions Holding MDY

# of Institutions
1,539
Shares Held
33.4M
Call Options Held
821K
Put Options Held
537K
View Full List

About SPDR S&P MIDCAP 400 ETF TRUST

MDY Quotes by TradingView
  • Ticker MDY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about MDY
Track This Portfolio

Track Capstone Financial Advisors, Inc. Portfolio

Follow Capstone Financial Advisors, 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 Capstone Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Capstone Financial Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email