Captrust Financial Advisors / MDY
Captrust Financial Advisors’s State Str Spdr S&P Midcap 40 Position
Does Captrust Financial Advisors own State Str Spdr S&P Midcap 40 (MDY)? Yes — 67.9K shares worth $42M (+0.07% of its 13F portfolio) as of Q1 2026, down from 68.0K shares the prior filed quarter.
Position Value
$42M
Q1 2026
Shares
67.9K
% of Portfolio
+0.07%
Quarters Held
30
currently held
Position History MDY
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 67.9K | $42M | +0.07% |
| Q4 2025 | 68.0K | $41M | +0.08% |
| Q3 2025 | 71.8K | $43M | +0.09% |
| Q2 2025 | 73.3K | $42M | +0.09% |
| Q1 2025 | 75.9K | $40M | +0.10% |
| Q4 2024 | 61.9K | $35M | +0.10% |
| Q3 2024 | 62.2K | $35M | +0.11% |
| Q2 2024 | 62.0K | $33M | +0.11% |
| Q1 2024 | 62.1K | $35M | +0.13% |
| Q4 2023 | 74.8K | $38M | +0.13% |
| Q3 2023 | 74.2K | $34M | +0.13% |
| Q2 2023 | 72.2K | $35M | +0.14% |
| Q1 2023 | 68.4K | $31M | +0.14% |
| Q4 2022 | 43.5K | $19M | +0.10% |
| Q3 2022 | 44.4K | $18M | +0.10% |
| Q2 2022 | 44.8K | $19M | +0.12% |
| Q1 2022 | 45.5K | $22M | +0.14% |
| Q4 2021 | 42.3K | $22M | +0.15% |
| Q3 2021 | 42.3K | $20M | +0.17% |
| Q2 2021 | 42.5K | $21M | +0.19% |
| Q1 2021 | 42.5K | $20M | +0.22% |
| Q4 2020 | 11.4K | $5M | +0.06% |
| Q3 2020 | 10.1K | $3M | +0.06% |
| Q2 2020 | 11.6K | $4M | +0.06% |
| Q1 2020 | 43.3K | $11M | +0.24% |
| Q4 2019 | 104.8K | $40M | +0.62% |
| Q3 2019 | 108.9K | $39M | +1.35% |
| Q2 2019 | 109.2K | $39M | +1.44% |
| Q1 2019 | 140.0K | $48M | +1.97% |
| Q4 2018 | 163.6K | $50M | +2.68% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Captrust Financial Advisors’s full portfolio or all institutional holders of MDY.