KCM INVESTMENT ADVISORS LLC - SPDR S&P MIDCAP 400 ETF TR ownership

SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 957 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q4 2020. The put-call ratio across all filers is 1.85 and the average weighting 0.7%.

Quarter-by-quarter ownership
KCM INVESTMENT ADVISORS LLC ownership history of SPDR S&P MIDCAP 400 ETF TR
ValueSharesWeighting
Q3 2023$7,576,291
-4.8%
16,591
-0.1%
0.33%
+2.5%
Q2 2023$7,957,224
-2.8%
16,615
-6.9%
0.32%
-3.6%
Q1 2023$8,183,962
+110703.7%
17,853
+7.0%
0.33%
+4.1%
Q4 2022$7,386
-99.9%
16,681
-0.9%
0.32%
+1.6%
Q3 2022$6,764,000
-3.9%
16,840
-1.1%
0.31%
+2.0%
Q2 2022$7,040,000
-17.5%
17,025
-2.2%
0.31%
-1.9%
Q1 2022$8,536,000
-7.1%
17,405
-1.9%
0.31%
-2.2%
Q4 2021$9,187,000
+2.9%
17,747
-4.4%
0.32%
-9.9%
Q3 2021$8,926,000
-5.1%
18,562
-3.1%
0.36%
-6.6%
Q2 2021$9,404,000
+0.7%
19,153
-2.4%
0.38%
-8.2%
Q1 2021$9,337,000
+12.4%
19,614
-0.8%
0.41%
+3.5%
Q4 2020$8,306,000
+22.5%
19,781
-1.2%
0.40%
+6.4%
Q3 2020$6,783,000
-6.6%
20,020
-10.5%
0.38%
-8.1%
Q2 2020$7,262,000
+29.0%
22,381
+4.5%
0.41%
+7.6%
Q1 2020$5,630,000
-51.2%
21,418
-30.3%
0.38%
-39.4%
Q4 2019$11,538,000
+4.1%
30,736
-2.3%
0.63%
-2.6%
Q3 2019$11,087,000
-2.1%
31,456
-1.5%
0.64%
-5.0%
Q2 2019$11,324,000
-0.4%
31,937
-3.0%
0.68%
-7.8%
Q1 2019$11,368,000
+18.1%
32,912
+3.5%
0.74%
+15.4%
Q4 2018$9,629,000
-19.8%
31,813
-2.7%
0.64%
-7.3%
Q3 2018$12,012,000
+1.8%
32,689
-1.7%
0.69%
-5.4%
Q2 2018$11,801,000
-48.6%
33,240
-50.6%
0.73%
+4.0%
Q1 2018$22,980,000
+93.6%
67,246
+95.7%
0.70%
+0.6%
Q4 2017$11,868,000
+3.3%
34,359
-2.4%
0.69%
-1.1%
Q3 2017$11,491,000
+3.2%
35,213
+0.4%
0.70%
+0.6%
Q2 2017$11,136,000
+0.8%
35,061
-0.8%
0.70%
-1.1%
Q1 2017$11,045,000
-0.6%
35,354
-4.0%
0.71%
-5.6%
Q4 2016$11,116,000
+11.3%
36,841
+4.1%
0.75%
+9.4%
Q3 2016$9,987,000
+3.2%
35,379
-0.5%
0.68%
+1.2%
Q2 2016$9,681,000
+2.8%
35,560
-0.8%
0.68%
-2.5%
Q1 2016$9,417,000
+6.9%
35,843
+3.4%
0.69%
-0.4%
Q4 2015$8,809,000
+2.6%
34,677
+0.5%
0.70%
-2.2%
Q3 2015$8,587,000
-14.9%
34,503
-6.5%
0.71%
-11.2%
Q2 2015$10,085,000
-1.0%
36,916
+0.5%
0.80%
-1.6%
Q1 2015$10,184,000
+5.7%
36,734
+0.7%
0.82%
+0.7%
Q4 2014$9,631,000
+94.5%
36,486
+83.7%
0.81%
+78.6%
Q3 2014$4,951,000
-6.2%
19,857
-2.0%
0.45%
-8.1%
Q2 2014$5,278,000
+17.6%
20,258
+13.1%
0.49%
+6.2%
Q1 2014$4,487,000
-2.1%
17,906
-4.6%
0.46%
-7.0%
Q4 2013$4,582,000
+14.1%
18,763
+5.7%
0.50%
+4.2%
Q3 2013$4,016,000
+11.6%
17,746
+3.6%
0.48%
+10.1%
Q2 2013$3,600,00017,1340.44%
Other shareholders
SPDR S&P MIDCAP 400 ETF TR shareholders Q4 2020
NameSharesValueWeighting ↓
APERIMUS CAPITAL, LLC 182,958$55,376,00033.10%
Resource Management, LLC 314,404$95,160,00019.95%
Howard Capital Management Inc. 33,544$10,093,00014.43%
Spectrum Management Group, LLC 129,456$39,182,00013.70%
Portland Global Advisors LLC 102,038$30,884,00012.39%
RETIREMENT INCOME SOLUTIONS, INC 62,549$18,932,000,00012.26%
Legacy Advisors, LLC 51,087$15,463,00011.73%
Arvest Bank Trust Division 480,406$145,405,00011.58%
Tiller Private Wealth, Inc. 42,922$12,991,00011.41%
Freedom Investment Management, Inc. 465,783$140,978,00010.96%
View complete list of SPDR S&P MIDCAP 400 ETF TR shareholders