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KCM Investment Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

KCM Investment Advisors’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
2026
Q2 		$9.83M Sell
13,972
-40
-0.3% -$26.8K 0.29% 65
2026
Q1 		$8.64M Sell
14,012
-444
-3% -$281K 0.29% 68
2025
Q4 		$8.72M Sell
14,456
-526
-4% -$315K 0.28% 65
2025
Q3 		$8.93M Buy
14,982
+955
+7% +$561K 0.29% 67
2025
Q2 		$7.95M Sell
14,027
-427
-3% -$229K 0.27% 67
2025
Q1 		$7.71M Sell
14,454
-574
-4% -$326K 0.28% 64
2024
Q4 		$8.56M Sell
15,028
-373
-2% -$219K 0.3% 65
2024
Q3 		$8.77M Sell
15,401
-357
-2% -$197K 0.3% 70
2024
Q2 		$8.43M Sell
15,758
-226
-1% -$122K 0.3% 70
2024
Q1 		$8.89M Sell
15,984
-541
-3% -$280K 0.33% 70
2023
Q4 		$8.38M Sell
16,525
-66
-0.4% -$30.6K 0.33% 67
2023
Q3 		$7.58M Sell
16,591
-24
-0.1% -$11.5K 0.33% 70
2023
Q2 		$7.96M Sell
16,615
-1,238
-7% -$564K 0.32% 70
2023
Q1 		$8.18M Buy
17,853
+1,172
+7% +$546K 0.33% 69
2022
Q4 		$7.39M Sell
16,681
-159
-0.9% -$70.3K 0.32% 77
2022
Q3 		$6.76M Sell
16,840
-185
-1% -$81.7K 0.31% 77
2022
Q2 		$7.04M Sell
17,025
-380
-2% -$172K 0.31% 79
2022
Q1 		$8.54M Sell
17,405
-342
-2% -$166K 0.31% 76
2021
Q4 		$9.19M Sell
17,747
-815
-4% -$415K 0.32% 78
2021
Q3 		$8.93M Sell
18,562
-591
-3% -$290K 0.36% 67
2021
Q2 		$9.4M Sell
19,153
-461
-2% -$227K 0.38% 65
2021
Q1 		$9.34M Sell
19,614
-167
-0.8% -$76.1K 0.41% 60
2020
Q4 		$8.31M Sell
19,781
-239
-1% -$92.1K 0.4% 60
2020
Q3 		$6.78M Sell
20,020
-2,361
-11% -$806K 0.38% 61
2020
Q2 		$7.26M Buy
22,381
+963
+4% +$292K 0.41% 61
2020
Q1 		$5.63M Sell
21,418
-9,318
-30% -$3.16M 0.38% 68
2019
Q4 		$11.5M Sell
30,736
-720
-2% -$260K 0.63% 49
2019
Q3 		$11.1M Sell
31,456
-481
-2% -$169K 0.64% 47
2019
Q2 		$11.3M Sell
31,937
-975
-3% -$341K 0.68% 45
2019
Q1 		$11.4M Buy
32,912
+1,099
+3% +$370K 0.74% 42
2018
Q4 		$9.63M Sell
31,813
-876
-3% -$292K 0.64% 45
2018
Q3 		$12M Sell
32,689
-551
-2% -$202K 0.69% 41
2018
Q2 		$11.8M Sell
33,240
-383
-1% -$135K 0.73% 35
2018
Q1 		$11.5M Sell
33,623
-736
-2% -$256K 0.7% 38
2017
Q4 		$11.9M Sell
34,359
-854
-2% -$288K 0.69% 35
2017
Q3 		$11.5M Buy
35,213
+152
+0.4% +$48.3K 0.7% 38
2017
Q2 		$11.1M Sell
35,061
-293
-0.8% -$92.2K 0.7% 38
2017
Q1 		$11M Sell
35,354
-1,487
-4% -$461K 0.71% 34
2016
Q4 		$11.1M Buy
36,841
+1,462
+4% +$423K 0.75% 33
2016
Q3 		$9.99M Sell
35,379
-181
-0.5% -$51K 0.68% 36
2016
Q2 		$9.68M Sell
35,560
-283
-0.8% -$75.6K 0.68% 37
2016
Q1 		$9.42M Buy
35,843
+1,166
+3% +$284K 0.69% 36
2015
Q4 		$8.81M Buy
34,677
+174
+0.5% +$45.3K 0.7% 36
2015
Q3 		$8.59M Sell
34,503
-2,413
-7% -$639K 0.71% 28
2015
Q2 		$10.1M Buy
36,916
+182
+0.5% +$50.6K 0.8% 24
2015
Q1 		$10.2M Buy
36,734
+248
+0.7% +$66.8K 0.81% 21
2014
Q4 		$9.63M Buy
36,486
+16,629
+84% +$4.26M 0.81% 24
2014
Q3 		$4.95M Sell
19,857
-401
-2% -$103K 0.45% 59
2014
Q2 		$5.28M Buy
20,258
+2,352
+13% +$589K 0.49% 53
2014
Q1 		$4.49M Sell
17,906
-857
-5% -$210K 0.46% 60
2013
Q4 		$4.58M Buy
18,763
+1,017
+6% +$239K 0.5% 53
2013
Q3 		$4.02M Buy
17,746
+612
+4% +$136K 0.48% 54
2013
Q2 		$3.6M Buy
+17,134
New +$3.62M 0.44% 66

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KCM Investment Advisors's MDY Position: Q2 2026 in Review

KCM Investment Advisors reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.29% in Q2 2026, selling an estimated $26.8K and leaving 13,972 shares worth $9.83M. The position accounts for 0.29% of the portfolio, ranked #65.

KCM Investment Advisors first reported a position in MDY in Q2 2013 and has held it in 53 quarters since. The position peaked at $12M in Q3 2018. 1,529 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • KCM Investment Advisors held 13,972 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $9.83M as of Q2 2026.
  • KCM Investment Advisors sold 40 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $26.8K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.29% of KCM Investment Advisors's portfolio in Q2 2026, its #65 holding.
  • KCM Investment Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and has held it in 53 quarters since.
  • KCM Investment Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $12M in Q3 2018.
  • 1,529 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on KCM Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.