KIA
KCM Investment Advisors’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.95M | Sell |
14,027
-427
| -3% | -$242K | 0.27% | 67 |
|
|
2025
Q1 | $7.71M | Sell |
14,454
-574
| -4% | -$306K | 0.28% | 64 |
|
|
2024
Q4 | $8.56M | Sell |
15,028
-373
| -2% | -$212K | 0.3% | 65 |
|
|
2024
Q3 | $8.77M | Sell |
15,401
-357
| -2% | -$203K | 0.3% | 70 |
|
|
2024
Q2 | $8.43M | Sell |
15,758
-226
| -1% | -$121K | 0.3% | 70 |
|
|
2024
Q1 | $8.89M | Sell |
15,984
-541
| -3% | -$301K | 0.33% | 70 |
|
|
2023
Q4 | $8.38M | Sell |
16,525
-66
| -0.4% | -$33.5K | 0.33% | 67 |
|
|
2023
Q3 | $7.58M | Sell |
16,591
-24
| -0.1% | -$11K | 0.33% | 70 |
|
|
2023
Q2 | $7.96M | Sell |
16,615
-1,238
| -7% | -$593K | 0.32% | 70 |
|
|
2023
Q1 | $8.18M | Buy |
17,853
+1,172
| +7% | +$537K | 0.33% | 69 |
|
|
2022
Q4 | $7.39M | Sell |
16,681
-159
| -0.9% | -$70.4K | 0.32% | 77 |
|
|
2022
Q3 | $6.76M | Sell |
16,840
-185
| -1% | -$74.3K | 0.31% | 77 |
|
|
2022
Q2 | $7.04M | Sell |
17,025
-380
| -2% | -$157K | 0.31% | 79 |
|
|
2022
Q1 | $8.54M | Sell |
17,405
-342
| -2% | -$168K | 0.31% | 76 |
|
|
2021
Q4 | $9.19M | Sell |
17,747
-815
| -4% | -$422K | 0.32% | 78 |
|
|
2021
Q3 | $8.93M | Sell |
18,562
-591
| -3% | -$284K | 0.36% | 67 |
|
|
2021
Q2 | $9.4M | Sell |
19,153
-461
| -2% | -$226K | 0.38% | 65 |
|
|
2021
Q1 | $9.34M | Sell |
19,614
-167
| -0.8% | -$79.5K | 0.41% | 60 |
|
|
2020
Q4 | $8.31M | Sell |
19,781
-239
| -1% | -$100K | 0.4% | 60 |
|
|
2020
Q3 | $6.78M | Sell |
20,020
-2,361
| -11% | -$800K | 0.38% | 61 |
|
|
2020
Q2 | $7.26M | Buy |
22,381
+963
| +4% | +$312K | 0.41% | 61 |
|
|
2020
Q1 | $5.63M | Sell |
21,418
-9,318
| -30% | -$2.45M | 0.38% | 68 |
|
|
2019
Q4 | $11.5M | Sell |
30,736
-720
| -2% | -$270K | 0.63% | 49 |
|
|
2019
Q3 | $11.1M | Sell |
31,456
-481
| -2% | -$170K | 0.64% | 47 |
|
|
2019
Q2 | $11.3M | Sell |
31,937
-975
| -3% | -$346K | 0.68% | 45 |
|
|
2019
Q1 | $11.4M | Buy |
32,912
+1,099
| +3% | +$380K | 0.74% | 42 |
|
|
2018
Q4 | $9.63M | Sell |
31,813
-876
| -3% | -$265K | 0.64% | 45 |
|
|
2018
Q3 | $12M | Sell |
32,689
-551
| -2% | -$202K | 0.69% | 41 |
|
|
2018
Q2 | $11.8M | Sell |
33,240
-383
| -1% | -$136K | 0.73% | 35 |
|
|
2018
Q1 | $11.5M | Sell |
33,623
-736
| -2% | -$252K | 0.7% | 38 |
|
|
2017
Q4 | $11.9M | Sell |
34,359
-854
| -2% | -$295K | 0.69% | 35 |
|
|
2017
Q3 | $11.5M | Buy |
35,213
+152
| +0.4% | +$49.6K | 0.7% | 38 |
|
|
2017
Q2 | $11.1M | Sell |
35,061
-293
| -0.8% | -$93.1K | 0.7% | 38 |
|
|
2017
Q1 | $11M | Sell |
35,354
-1,487
| -4% | -$465K | 0.71% | 34 |
|
|
2016
Q4 | $11.1M | Buy |
36,841
+1,462
| +4% | +$441K | 0.75% | 33 |
|
|
2016
Q3 | $9.99M | Sell |
35,379
-181
| -0.5% | -$51.1K | 0.68% | 36 |
|
|
2016
Q2 | $9.68M | Sell |
35,560
-283
| -0.8% | -$77K | 0.68% | 37 |
|
|
2016
Q1 | $9.42M | Buy |
35,843
+1,166
| +3% | +$306K | 0.69% | 36 |
|
|
2015
Q4 | $8.81M | Buy |
34,677
+174
| +0.5% | +$44.2K | 0.7% | 36 |
|
|
2015
Q3 | $8.59M | Sell |
34,503
-2,413
| -7% | -$601K | 0.71% | 28 |
|
|
2015
Q2 | $10.1M | Buy |
36,916
+182
| +0.5% | +$49.7K | 0.8% | 24 |
|
|
2015
Q1 | $10.2M | Buy |
36,734
+248
| +0.7% | +$68.8K | 0.81% | 21 |
|
|
2014
Q4 | $9.63M | Buy |
36,486
+16,629
| +84% | +$4.39M | 0.81% | 24 |
|
|
2014
Q3 | $4.95M | Sell |
19,857
-401
| -2% | -$100K | 0.45% | 59 |
|
|
2014
Q2 | $5.28M | Buy |
20,258
+2,352
| +13% | +$613K | 0.49% | 53 |
|
|
2014
Q1 | $4.49M | Sell |
17,906
-857
| -5% | -$215K | 0.46% | 60 |
|
|
2013
Q4 | $4.58M | Buy |
18,763
+1,017
| +6% | +$248K | 0.5% | 53 |
|
|
2013
Q3 | $4.02M | Buy |
17,746
+612
| +4% | +$138K | 0.48% | 54 |
|
|
2013
Q2 | $3.6M | Buy |
+17,134
| New | +$3.6M | 0.44% | 66 |
|