Advisornet Financial’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 | $2.44M | Buy |
44,873
+1,523
| +4% | +$82.8K | 0.16% | 129 |
|
|
2025
Q1 | $2.22M | Buy |
43,350
+726
| +2% | +$37.2K | 0.16% | 143 |
|
|
2024
Q4 | $2.33M | Buy |
42,624
+4,273
| +11% | +$234K | 0.2% | 112 |
|
|
2024
Q3 | $2.1M | Buy |
38,351
+1,852
| +5% | +$101K | 0.16% | 147 |
|
|
2024
Q2 | $1.87M | Buy |
36,499
+3,220
| +10% | +$165K | 0.17% | 138 |
|
|
2024
Q1 | $1.78M | Buy |
33,279
+31,432
| +1,702% | +$1.68M | 0.17% | 137 |
|
|
2023
Q4 | $90K | Buy |
1,847
+342
| +23% | +$16.7K | 0.01% | 674 |
|
|
2023
Q3 | $65.9K | Buy |
1,505
+362
| +32% | +$15.9K | 0.01% | 717 |
|
|
2023
Q2 | $52.5K | Sell |
1,143
-285
| -20% | -$13.1K | ﹤0.01% | 799 |
|
|
2023
Q1 | $62.7K | Buy |
1,428
+1,003
| +236% | +$44.1K | 0.01% | 737 |
|
|
2022
Q4 | $18.1K | Hold |
425
| – | – | ﹤0.01% | 1087 |
|
|
2022
Q3 | $16K | Sell |
425
-61
| -13% | -$2.3K | ﹤0.01% | 1184 |
|
|
2022
Q2 | $19K | Sell |
486
-572
| -54% | -$22.4K | ﹤0.01% | 1142 |
|
|
2022
Q1 | $50K | Buy |
1,058
+138
| +15% | +$6.52K | ﹤0.01% | 964 |
|
|
2021
Q4 | $46K | Sell |
920
-744
| -45% | -$37.2K | ﹤0.01% | 1040 |
|
|
2021
Q3 | $77K | Buy |
1,664
+1,382
| +490% | +$64K | 0.01% | 874 |
|
|
2021
Q2 | $13K | Hold |
282
| – | – | ﹤0.01% | 1348 |
|
|
2021
Q1 | $13K | Hold |
282
| – | – | ﹤0.01% | 1292 |
|
|
2020
Q4 | $11K | Hold |
282
| – | – | ﹤0.01% | 1260 |
|
|
2020
Q3 | $9K | Sell |
282
-45
| -14% | -$1.44K | ﹤0.01% | 1297 |
|
|
2020
Q2 | $10K | Sell |
327
-940
| -74% | -$28.7K | ﹤0.01% | 1292 |
|
|
2020
Q1 | $32K | Sell |
1,267
-12,952
| -91% | -$327K | ﹤0.01% | 933 |
|
|
2019
Q4 | $515K | Buy |
14,219
+2,073
| +17% | +$75.1K | 0.04% | 328 |
|
|
2019
Q3 | $412K | Buy |
12,146
+3,274
| +37% | +$111K | 0.04% | 369 |
|
|
2019
Q2 | $302K | Sell |
8,872
-1,517
| -15% | -$51.6K | 0.03% | 389 |
|
|
2019
Q1 | $346K | Buy |
10,389
+969
| +10% | +$32.3K | 0.04% | 343 |
|
|
2018
Q4 | $277K | Buy |
9,420
+7,999
| +563% | +$235K | 0.04% | 352 |
|
|
2018
Q3 | $51K | Buy |
1,421
+24
| +2% | +$861 | 0.01% | 710 |
|
|
2018
Q2 | $49K | Buy |
1,397
+575
| +70% | +$20.2K | 0.01% | 704 |
|
|
2018
Q1 | $27K | Buy |
+822
| New | +$27K | ﹤0.01% | 861 |
|