Arkadios Wealth Advisors’s SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $940K | Buy |
17,289
+539
| +3% | +$29.3K | 0.03% | 591 |
|
|
2025
Q1 | $857K | Buy |
16,750
+5,763
| +52% | +$295K | 0.03% | 513 |
|
|
2024
Q4 | $601K | Buy |
10,987
+36
| +0.3% | +$1.97K | 0.03% | 478 |
|
|
2024
Q3 | $599K | Buy |
10,951
+19
| +0.2% | +$1.04K | 0.03% | 483 |
|
|
2024
Q2 | $561K | Buy |
10,932
+86
| +0.8% | +$4.41K | 0.04% | 437 |
|
|
2024
Q1 | $579K | Buy |
10,846
+600
| +6% | +$32K | 0.04% | 354 |
|
|
2023
Q4 | $499K | Buy |
10,246
+65
| +0.6% | +$3.17K | 0.04% | 368 |
|
|
2023
Q3 | $446K | Buy |
10,181
+260
| +3% | +$11.4K | 0.04% | 369 |
|
|
2023
Q2 | $455K | Buy |
9,921
+379
| +4% | +$17.4K | 0.05% | 331 |
|
|
2023
Q1 | $419K | Hold |
9,542
| – | – | 0.05% | 346 |
|
|
2022
Q4 | $406K | Hold |
9,542
| – | – | 0.05% | 330 |
|
|
2022
Q3 | $368K | Buy |
9,542
+75
| +0.8% | +$2.89K | 0.06% | 332 |
|
|
2022
Q2 | $376K | Sell |
9,467
-1,728
| -15% | -$68.6K | 0.06% | 346 |
|
|
2022
Q1 | $528K | Hold |
11,195
| – | – | 0.07% | 302 |
|
|
2021
Q4 | $557K | Buy |
+11,195
| New | +$557K | 0.07% | 299 |
|