Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
Position in MDY — Spdr S&P Midcap 400 ETF Trust
CIK 1599852
FORT WORTH, TX
Position in MDY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$30,975,796
+$3,652,712 QoQ
Shares Held
44,041
-0.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
9.25%
of 13F equity value
Holder Rank
#84
of 1,514 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MDY Over Time
Shares Held
Position Value (USD)
All Filings in MDY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,975,796 | 44,041 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $27,323,084 | 44,301 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $26,785,632 | 44,400 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $17,868,383 | 29,979 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $16,755,911 | 29,579 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $24,255,735 | 45,467 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $25,520,031 | 44,805 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $25,546,972 | 44,846 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $14,394,187 | 26,901 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $24,958,434 | 44,857 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $22,813,326 | 44,963 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $20,289,428 | 44,432 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $21,374,711 | 44,632 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $20,242,010 | 44,157 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $19,557,591 | 44,169 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $10,045,114 | 25,009 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $18,064,137 | 43,687 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $21,257,083 | 43,342 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $21,664,390 | 41,849 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $20,095,975 | 41,790 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $20,285,096 | 41,313 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $19,495,675 | 40,953 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $17,335,137 | 41,282 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $14,009,604 | 41,347 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $13,491,320 | 41,577 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $11,025,450 | 41,941 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||