AE Wealth 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 | $3.11M | Buy |
57,145
+5,652
| +11% | +$307K | 0.02% | 441 |
|
|
2025
Q1 | $2.64M | Sell |
51,493
-1,488
| -3% | -$76.2K | 0.02% | 463 |
|
|
2024
Q4 | $2.9M | Buy |
52,981
+34,136
| +181% | +$1.87M | 0.02% | 453 |
|
|
2024
Q3 | $1.03M | Buy |
18,845
+157
| +0.8% | +$8.59K | 0.01% | 685 |
|
|
2024
Q2 | $959K | Sell |
18,688
-9,827
| -34% | -$504K | 0.01% | 709 |
|
|
2024
Q1 | $1.52M | Sell |
28,515
-437,200
| -94% | -$23.3M | 0.02% | 557 |
|
|
2023
Q4 | $22.5M | Buy |
465,715
+420,933
| +940% | +$20.4M | 0.12% | 202 |
|
|
2023
Q3 | $1.96M | Sell |
44,782
-40,772
| -48% | -$1.79M | 0.01% | 856 |
|
|
2023
Q2 | $3.93M | Buy |
85,554
+22,216
| +35% | +$1.02M | 0.02% | 616 |
|
|
2023
Q1 | $2.78M | Buy |
63,338
+7,073
| +13% | +$311K | 0.02% | 683 |
|
|
2022
Q4 | $2.39M | Sell |
56,265
-5,221
| -8% | -$222K | 0.02% | 684 |
|
|
2022
Q3 | $2.37M | Buy |
61,486
+2,160
| +4% | +$83.3K | 0.02% | 642 |
|
|
2022
Q2 | $2.36M | Sell |
59,326
-229,564
| -79% | -$9.11M | 0.02% | 614 |
|
|
2022
Q1 | $13.6M | Sell |
288,890
-42,147
| -13% | -$1.99M | 0.09% | 224 |
|
|
2021
Q4 | $16.5M | Buy |
331,037
+192,153
| +138% | +$9.56M | 0.11% | 183 |
|
|
2021
Q3 | $6.41M | Buy |
138,884
+15,435
| +13% | +$712K | 0.05% | 323 |
|
|
2021
Q2 | $5.83M | Buy |
123,449
+6,612
| +6% | +$312K | 0.05% | 326 |
|
|
2021
Q1 | $5.35M | Buy |
116,837
+82,025
| +236% | +$3.75M | 0.05% | 302 |
|
|
2020
Q4 | $1.41M | Buy |
34,812
+15,303
| +78% | +$618K | 0.02% | 597 |
|
|
2020
Q3 | $637K | Sell |
19,509
-13,260
| -40% | -$433K | 0.01% | 776 |
|
|
2020
Q2 | $1.02M | Sell |
32,769
-7,581
| -19% | -$237K | 0.02% | 608 |
|
|
2020
Q1 | $1.02M | Buy |
40,350
+299
| +0.7% | +$7.57K | 0.02% | 477 |
|
|
2019
Q4 | $1.45M | Buy |
40,051
+11,486
| +40% | +$416K | 0.03% | 436 |
|
|
2019
Q3 | $968K | Buy |
+28,565
| New | +$968K | 0.03% | 455 |
|
|
2018
Q4 | – | Sell |
-25,620
| Closed | -$926K | – | 578 |
|
|
2018
Q3 | $926K | Sell |
25,620
-35,965
| -58% | -$1.3M | 0.05% | 231 |
|
|
2018
Q2 | $2.15M | Buy |
61,585
+18,068
| +42% | +$630K | 0.15% | 96 |
|
|
2018
Q1 | $1.44M | Buy |
43,517
+28,580
| +191% | +$948K | 0.11% | 117 |
|
|
2017
Q4 | $498K | Buy |
+14,937
| New | +$498K | 0.04% | 242 |
|