AE Wealth Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.35M | Buy |
73,500
+6,868
| +10% | +$418K | 0.02% | 450 |
|
|
2025
Q4 | $3.86M | Buy |
66,632
+3,513
| +6% | +$202K | 0.02% | 449 |
|
|
2025
Q3 | $3.61M | Buy |
63,119
+5,974
| +10% | +$337K | 0.02% | 418 |
|
|
2025
Q2 | $3.11M | Buy |
57,145
+5,652
| +11% | +$291K | 0.02% | 441 |
|
|
2025
Q1 | $2.64M | Sell |
51,493
-1,488
| -3% | -$81.1K | 0.02% | 463 |
|
|
2024
Q4 | $2.9M | Buy |
52,981
+34,136
| +181% | +$1.92M | 0.02% | 453 |
|
|
2024
Q3 | $1.03M | Buy |
18,845
+157
| +0.8% | +$8.3K | 0.01% | 685 |
|
|
2024
Q2 | $959K | Sell |
18,688
-9,827
| -34% | -$507K | 0.01% | 710 |
|
|
2024
Q1 | $1.52M | Sell |
28,515
-437,200
| -94% | -$21.7M | 0.02% | 557 |
|
|
2023
Q4 | $22.5M | Buy |
465,715
+420,933
| +940% | +$18.8M | 0.12% | 202 |
|
|
2023
Q3 | $1.96M | Sell |
44,782
-40,772
| -48% | -$1.87M | 0.01% | 858 |
|
|
2023
Q2 | $3.93M | Buy |
85,554
+22,216
| +35% | +$971K | 0.02% | 616 |
|
|
2023
Q1 | $2.78M | Buy |
63,338
+7,073
| +13% | +$317K | 0.02% | 684 |
|
|
2022
Q4 | $2.39M | Sell |
56,265
-5,221
| -8% | -$222K | 0.02% | 684 |
|
|
2022
Q3 | $2.37M | Buy |
61,486
+2,160
| +4% | +$91.6K | 0.02% | 643 |
|
|
2022
Q2 | $2.35M | Sell |
59,326
-229,564
| -79% | -$9.96M | 0.02% | 614 |
|
|
2022
Q1 | $13.6M | Sell |
288,890
-42,147
| -13% | -$1.97M | 0.09% | 224 |
|
|
2021
Q4 | $16.5M | Buy |
331,037
+192,153
| +138% | +$9.39M | 0.11% | 183 |
|
|
2021
Q3 | $6.41M | Buy |
138,884
+15,435
| +13% | +$729K | 0.05% | 324 |
|
|
2021
Q2 | $5.83M | Buy |
123,449
+6,612
| +6% | +$314K | 0.05% | 327 |
|
|
2021
Q1 | $5.35M | Buy |
116,837
+82,025
| +236% | +$3.6M | 0.05% | 303 |
|
|
2020
Q4 | $1.41M | Buy |
34,812
+15,303
| +78% | +$567K | 0.02% | 599 |
|
|
2020
Q3 | $637K | Sell |
19,509
-13,260
| -40% | -$436K | 0.01% | 778 |
|
|
2020
Q2 | $1.02M | Sell |
32,769
-7,581
| -19% | -$221K | 0.02% | 611 |
|
|
2020
Q1 | $1.02M | Buy |
40,350
+299
| +0.7% | +$9.78K | 0.02% | 480 |
|
|
2019
Q4 | $1.45M | Buy |
40,051
+11,486
| +40% | +$400K | 0.03% | 437 |
|
|
2019
Q3 | $968K | Buy |
+28,565
| New | +$963K | 0.03% | 455 |
|
|
2018
Q4 | – | Sell |
-25,620
| Closed | -$926K | – | 588 |
|
|
2018
Q3 | $926K | Sell |
25,620
-35,965
| -58% | -$1.3M | 0.05% | 231 |
|
|
2018
Q2 | $2.15M | Buy |
61,585
+18,068
| +42% | +$621K | 0.15% | 96 |
|
|
2018
Q1 | $1.44M | Buy |
43,517
+28,580
| +191% | +$963K | 0.11% | 117 |
|
|
2017
Q4 | $498K | Buy |
+14,937
| New | +$490K | 0.04% | 242 |
|
Other funds holding SPMD
VA
AG
FWI
