Capstone Financial Advisors, Inc. MDY — SPDR S&P MIDCAP 400 ETF TR

Ownership history in Capstone Financial Advisors, Inc.  ·  49 quarters on record

AI Ownership Summary

Capstone Financial Advisors, Inc. reported SPDR S&P MIDCAP 400 ETF TR (MDY) in 49 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.61% in 2024 Q1. The latest visible filing shows MDY at 0.49% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MDY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Capstone Financial Advisors, Inc.'s position in SPDR S&P MIDCAP 400 ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MDY was reported at 0.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.61% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MDY stock page Capstone Financial Advisors, Inc. fund profile Capstone Financial Advisors, Inc. full holdings
How Capstone Financial Advisors, Inc. held MDY — position size vs. price
% of Fund (quarterly)    MDY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 15,181 -159 -1.0% 0.49% $9.2M 2026-02-14 (Est.) $649.06
2025 Q3 REDUCED — — — 15,340 -110 -0.7% 0.50% $9.1M 2025-11-14 $582.62
2025 Q2 REDUCED — — — 15,450 -213 -1.4% 0.51% $8.8M 2025-08-08 $566.15
2025 Q1 REDUCED — — — 15,663 -71 -0.5% 0.52% $8.4M 2025-05-09 $532.17
2024 Q4 REDUCED — — — 15,734 -378 -2.3% 0.55% $9.0M 2025-02-14 $575.63
2024 Q3 REDUCED — — — 16,112 -104 -0.6% 0.56% $9.2M 2024-11-14 $582.04
2024 Q2 REDUCED — — — 16,216 -13 -0.1% 0.57% $8.7M 2024-08-13 $528.93
2024 Q1 REDUCED — — — 16,229 -58 -0.4% 0.61% $9.0M 2024-05-14 $538.32
2023 Q4 REDUCED — — — 16,287 -31 -0.2% 0.59% $8.3M 2024-02-13 $491.73
40 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MDY

As of 2026 Q1 — sorted by position size

LCM Capital Management Inc 3Y 13.53% CUMBERLAND ADVISORS INC 3Y 7Y 10.82% OFS Enterprise LLC 10.17% Hummer Financial Advisory Services Inc 3Y 7.51% Tiller Private Wealth, Inc. 3Y 7Y 7.14% Granite FO LLC 6.22% Alexis Investment Partners, LLC 5.84% Madison Park Capital Advisors, LLC 5.11% Winter & Associates, Inc. 4.95% IFG Advisors, LLC 3Y 4.47%

FAQ About Capstone Financial Advisors, Inc. and MDY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Capstone Financial Advisors, Inc. reported owning MDY?

Capstone Financial Advisors, Inc. reported MDY across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MDY position in Capstone Financial Advisors, Inc.'s portfolio?

The largest reported portfolio weight for MDY was 0.61% in 2024 Q1.

What is the latest reported MDY position on this page?

The most recent filing on this page is 2025 Q4, when Capstone Financial Advisors, Inc. reported 15,181 shares, equal to 0.49% of portfolio, with an estimated market value of $9.2M.

What does the chart on this MDY ownership page compare?

The chart compares Capstone Financial Advisors, Inc.'s quarterly MDY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Capstone Financial Advisors, Inc. time their MDY position?

Based on 13F filing dates vs. subsequent MDY price moves, Capstone Financial Advisors, Inc. correctly timed 17 out of 47 reported position changes (36%). The annualised alpha on MDY relative to SPY over the holding period was -3.1%.

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