AF
Allworth Financial’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 | $12.7M | Buy |
233,079
+19,021
| +9% | +$1.03M | 0.06% | 170 |
|
|
2025
Q1 | $10.7M | Sell |
214,058
-28,163
| -12% | -$1.4M | 0.06% | 165 |
|
|
2024
Q4 | $13.9M | Buy |
242,221
+24,715
| +11% | +$1.42M | 0.08% | 135 |
|
|
2024
Q3 | $11.9M | Buy |
217,506
+10,447
| +5% | +$571K | 0.07% | 128 |
|
|
2024
Q2 | $10.9M | Buy |
207,059
+14,122
| +7% | +$746K | 0.07% | 130 |
|
|
2024
Q1 | $10.3M | Buy |
192,937
+11,207
| +6% | +$598K | 0.07% | 115 |
|
|
2023
Q4 | $8.85M | Sell |
181,730
-7,204
| -4% | -$351K | 0.07% | 121 |
|
|
2023
Q3 | $8.27M | Buy |
188,934
+19,504
| +12% | +$854K | 0.07% | 118 |
|
|
2023
Q2 | $7.78M | Sell |
169,430
-3,496
| -2% | -$160K | 0.07% | 123 |
|
|
2023
Q1 | $7.6M | Buy |
172,926
+5,414
| +3% | +$238K | 0.08% | 125 |
|
|
2022
Q4 | $7.12M | Buy |
167,512
+11,145
| +7% | +$474K | 0.08% | 115 |
|
|
2022
Q3 | $6.03M | Sell |
156,367
-3,023
| -2% | -$117K | 0.08% | 114 |
|
|
2022
Q2 | $6.33M | Buy |
159,390
+3,772
| +2% | +$150K | 0.09% | 114 |
|
|
2022
Q1 | $7.34M | Buy |
+155,618
| New | +$7.34M | 0.09% | 108 |
|