AO
Advisor OS’s SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.44M | Sell |
99,977
-18,509
| -16% | -$1.01M | 0.54% | 29 |
|
|
2025
Q1 | $6.06M | Buy |
118,486
+38,444
| +48% | +$1.97M | 0.69% | 28 |
|
|
2024
Q4 | $4.38M | Buy |
80,042
+5,392
| +7% | +$295K | 0.51% | 30 |
|
|
2024
Q3 | $4.08M | Buy |
74,650
+9,872
| +15% | +$540K | 0.41% | 41 |
|
|
2024
Q2 | $3.32M | Buy |
64,778
+977
| +2% | +$50.1K | 0.36% | 46 |
|
|
2024
Q1 | $3.4M | Buy |
63,801
+33,968
| +114% | +$1.81M | 0.39% | 44 |
|
|
2023
Q4 | $1.45M | Buy |
29,833
+5,852
| +24% | +$285K | 0.19% | 92 |
|
|
2023
Q3 | $1.05M | Buy |
23,981
+2,813
| +13% | +$123K | 0.16% | 125 |
|
|
2023
Q2 | $971K | Buy |
+21,168
| New | +$971K | 0.16% | 130 |
|