Altrius Capital 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 | $221K | Sell |
4,063
-47
| -1% | -$2.56K | 0.05% | 83 |
|
|
2025
Q1 | $210K | Sell |
4,110
-545
| -12% | -$27.9K | 0.05% | 85 |
|
|
2024
Q4 | $255K | Sell |
4,655
-263
| -5% | -$14.4K | 0.07% | 82 |
|
|
2024
Q3 | $269K | Sell |
4,918
-162
| -3% | -$8.86K | 0.07% | 82 |
|
|
2024
Q2 | $261K | Sell |
5,080
-8
| -0.2% | -$410 | 0.07% | 85 |
|
|
2024
Q1 | $271K | Sell |
5,088
-216
| -4% | -$11.5K | 0.07% | 86 |
|
|
2023
Q4 | $258K | Sell |
5,304
-218
| -4% | -$10.6K | 0.07% | 88 |
|
|
2023
Q3 | $242K | Sell |
5,522
-866
| -14% | -$37.9K | 0.07% | 89 |
|
|
2023
Q2 | $293K | Sell |
6,388
-503
| -7% | -$23.1K | 0.09% | 86 |
|
|
2023
Q1 | $303K | Sell |
6,891
-1,725
| -20% | -$75.8K | 0.09% | 80 |
|
|
2022
Q4 | $366K | Sell |
8,616
-2,650
| -24% | -$113K | 0.11% | 85 |
|
|
2022
Q3 | $434K | Sell |
11,266
-1,013
| -8% | -$39K | 0.17% | 79 |
|
|
2022
Q2 | $487K | Buy |
+12,279
| New | +$487K | 0.16% | 79 |
|