Advance Capital Management’s SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $11.8M | Buy |
217,114
+621
| +0.3% | +$33.8K | 0.54% | 19 |
|
2025
Q1 | $11.1M | Buy |
216,493
+5,953
| +3% | +$305K | 0.53% | 16 |
|
2024
Q4 | $11.5M | Buy |
210,540
+1,246
| +0.6% | +$68.1K | 0.53% | 15 |
|
2024
Q3 | $11.4M | Buy |
209,294
+640
| +0.3% | +$35K | 0.51% | 15 |
|
2024
Q2 | $10.7M | Buy |
208,654
+5,256
| +3% | +$270K | 0.51% | 16 |
|
2024
Q1 | $10.8M | Sell |
203,398
-42,876
| -17% | -$2.29M | 0.75% | 13 |
|
2023
Q4 | $12M | Buy |
246,274
+12,068
| +5% | +$588K | 0.95% | 12 |
|
2023
Q3 | $10.3M | Buy |
234,206
+55,950
| +31% | +$2.45M | 0.95% | 10 |
|
2023
Q2 | $8.18M | Sell |
178,256
-2,247
| -1% | -$103K | 0.93% | 12 |
|
2023
Q1 | $7.93M | Sell |
180,503
-2,048
| -1% | -$90K | 1.41% | 10 |
|
2022
Q4 | $7.76M | Sell |
182,551
-26,921
| -13% | -$1.14M | 1.03% | 11 |
|
2022
Q3 | $8.08M | Buy |
209,472
+3,471
| +2% | +$134K | 0.99% | 11 |
|
2022
Q2 | $8.18M | Buy |
206,001
+13,871
| +7% | +$551K | 0.98% | 8 |
|
2022
Q1 | $9.06M | Sell |
192,130
-10,555
| -5% | -$498K | 1.1% | 6 |
|
2021
Q4 | $10.1M | Buy |
+202,685
| New | +$10.1M | 2.06% | 4 |
|