Arete Wealth Advisors’s SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $494K | Sell |
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|
2025
Q1 | $468K | Sell |
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|
2024
Q4 | $574K | Buy |
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|
2024
Q3 | $280K | Buy |
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|
2024
Q2 | $247K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $255K | Sell |
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|
2023
Q1 | $1.78M | Sell |
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|
2022
Q4 | $1.83B | Sell |
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|
2022
Q3 | $1.75M | Buy |
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|
2022
Q2 | $1.76M | Sell |
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|
2022
Q1 | $2.19M | Sell |
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|
2021
Q4 | $2.36M | Buy |
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|
2021
Q3 | $2.09M | Sell |
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|
2021
Q2 | $2.15M | Buy |
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|
2021
Q1 | $2.01M | Buy |
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|
2020
Q4 | $1.57M | Buy |
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|
2020
Q3 | $1.19M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.27M | Buy |
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|
2019
Q3 | $1.11M | Buy |
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|
2019
Q2 | $1.08M | Sell |
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|
2019
Q1 | $1.13M | Sell |
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|
2018
Q4 | $1.13M | Buy |
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|
2018
Q3 | $1.1M | Sell |
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|
2018
Q2 | $1.1M | Buy |
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