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Private Capital’s MDY Holdings & Trades

First Buy
Q1 2024
Duration Held
9 Quarters
Largest Add
Q1 2024
+385 Shares
Current Position
385 Shares
$237,453 Value

Private Capital's MDY Position Overview

Private Capital (via Private Capital Management, LLC) currently holds 385 shares of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) worth $237,453, representing 0.02% of the portfolio. First purchased in 2024-Q1, this medium-term investment has been held for 9 quarters.

Based on 13F filings, Private Capital has maintained a strategic position in MDY, demonstrating sustained confidence in this investment.

Analysis based on 13F filings available since 2013 Q2

Private Capital's State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) Holding Value Over Time

Track share changes against reported price movement

Quarterly State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) Trades by Private Capital

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2024 +385 New Buy 385 $556.40

Private Capital's State Street SPDR S&P MIDCAP 400 ETF Trust Investment FAQs

Private Capital first purchased State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2024, acquiring 385 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Private Capital has held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for 9 quarters since Q1 2024.

Private Capital's largest addition to State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) was in Q1 2024, adding 385 shares worth $214,214.

According to the latest 13F filing for Q1 2026, Private Capital's firm, Private Capital Management, LLC, owns 385 shares of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY), valued at approximately $237,453.

As of the Q1 2026 filing, State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) represents approximately 0.02% of Private Capital's publicly disclosed stock portfolio, making it one of their key holdings.

Private Capital's peak holding in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) was 385 shares, as reported at the end of Q1 2024.