Aptus Capital Advisors’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 | $3.31M | Buy |
60,794
+17,054
| +39% | +$927K | 0.03% | 341 |
|
|
2025
Q1 | $2.24M | Buy |
43,740
+15,527
| +55% | +$795K | 0.02% | 373 |
|
|
2024
Q4 | $1.54M | Buy |
28,213
+7,930
| +39% | +$434K | 0.02% | 432 |
|
|
2024
Q3 | $1.11M | Buy |
20,283
+1,073
| +6% | +$58.7K | 0.02% | 391 |
|
|
2024
Q2 | $985K | Sell |
19,210
-3,455
| -15% | -$177K | 0.02% | 394 |
|
|
2024
Q1 | $1.21M | Buy |
22,665
+9,900
| +78% | +$528K | 0.02% | 357 |
|
|
2023
Q4 | $622K | Sell |
12,765
-654
| -5% | -$31.9K | 0.02% | 346 |
|
|
2023
Q3 | $588K | Buy |
13,419
+12,940
| +2,701% | +$567K | 0.02% | 356 |
|
|
2023
Q2 | $22K | Hold |
479
| – | – | ﹤0.01% | 636 |
|
|
2023
Q1 | $21K | Sell |
479
-42,673
| -99% | -$1.88M | ﹤0.01% | 629 |
|
|
2022
Q4 | $1.83M | Sell |
43,152
-5,377
| -11% | -$229K | 0.06% | 218 |
|
|
2022
Q3 | $1.87M | Buy |
+48,529
| New | +$1.87M | 0.05% | 201 |
|
|
2022
Q2 | – | Sell |
-225
| Closed | -$11K | – | 720 |
|
|
2022
Q1 | $11K | Hold |
225
| – | – | ﹤0.01% | 591 |
|
|
2021
Q4 | $11K | Hold |
225
| – | – | ﹤0.01% | 487 |
|
|
2021
Q3 | $10K | Hold |
225
| – | – | ﹤0.01% | 457 |
|
|
2021
Q2 | $11K | Sell |
225
-160
| -42% | -$7.82K | ﹤0.01% | 477 |
|
|
2021
Q1 | $18K | Buy |
385
+225
| +141% | +$10.5K | ﹤0.01% | 415 |
|
|
2020
Q4 | $6K | Buy |
+160
| New | +$6K | ﹤0.01% | 414 |
|
|
2020
Q2 | – | Sell |
-3,808
| Closed | -$96K | – | 436 |
|
|
2020
Q1 | $96K | Hold |
3,808
| – | – | 0.01% | 271 |
|
|
2019
Q4 | $137K | Buy |
3,808
+3,376
| +781% | +$121K | 0.01% | 307 |
|
|
2019
Q3 | $14K | Buy |
+432
| New | +$14K | ﹤0.01% | 390 |
|