Kathmere Capital Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Kathmere Capital Management’s Portfolio MDY Stock Details MDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-138	Closed	-$58K	–	297
2020 Q4	$58K	Sell	138 -1	-0.7%	-$385	0.01%	230
2020 Q3	$47K	Buy	+139	New	+$47.4K	0.01%	226

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Kathmere Capital Management's MDY Position: Q1 2021 in Review

Kathmere Capital Management sold out of State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) in Q1 2021, closing a stake of 138 shares — an estimated $58K sold.

Kathmere Capital Management first reported a position in MDY in Q3 2020 and held it in 2 quarters. The position peaked at $58K in Q4 2020. 1,027 funds tracked by Wall St. Rank hold MDY as of Q1 2021.

Kathmere Capital Management reported no remaining State Street SPDR S&P MIDCAP 400 ETF Trust position as of Q1 2021 after selling out during the quarter.
Kathmere Capital Management sold 138 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2021, an estimated $58K.
Kathmere Capital Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q3 2020 and held it in 2 quarters.
Kathmere Capital Management's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $58K in Q4 2020.
1,027 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2021.

Based on Kathmere Capital Management's 13F filing for Q1 2021, filed 7 May 2021.