Apella Capital’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 | $420K | Buy |
7,580
+1,480
| +24% | +$81.9K | 0.01% | 315 |
|
2025
Q1 | $299K | Buy |
6,100
+11
| +0.2% | +$540 | 0.01% | 305 |
|
2024
Q4 | $333K | Sell |
6,089
-6
| -0.1% | -$328 | 0.01% | 278 |
|
2024
Q3 | $331K | Sell |
6,095
-48
| -0.8% | -$2.61K | 0.01% | 259 |
|
2024
Q2 | $311K | Sell |
6,143
-1,283
| -17% | -$64.9K | 0.01% | 257 |
|
2024
Q1 | $391K | Buy |
7,426
+1,008
| +16% | +$53.1K | 0.02% | 214 |
|
2023
Q4 | $304K | Sell |
6,418
-252
| -4% | -$11.9K | 0.02% | 239 |
|
2023
Q3 | $292K | Buy |
6,670
+12
| +0.2% | +$525 | 0.02% | 216 |
|
2023
Q2 | $306K | Buy |
+6,658
| New | +$306K | 0.02% | 211 |
|
2022
Q4 | $302K | Sell |
7,108
-808
| -10% | -$34.3K | 0.03% | 192 |
|
2022
Q3 | $305K | Buy |
7,916
+3
| +0% | +$116 | 0.04% | 170 |
|
2022
Q2 | $314K | Sell |
7,913
-1,136
| -13% | -$45.1K | 0.04% | 175 |
|
2022
Q1 | $427K | Sell |
9,049
-410
| -4% | -$19.3K | 0.06% | 137 |
|
2021
Q4 | $470K | Sell |
9,459
-11,486
| -55% | -$571K | 0.06% | 131 |
|
2021
Q3 | $967K | Buy |
20,945
+2,464
| +13% | +$114K | 0.14% | 96 |
|
2021
Q2 | $872K | Buy |
+18,481
| New | +$872K | 0.14% | 95 |
|