Atlas 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 | $12.2K | Sell |
225
-289
| -56% | -$15.7K | ﹤0.01% | 759 |
|
2025
Q1 | $26.3K | Buy |
514
+156
| +44% | +$7.98K | ﹤0.01% | 706 |
|
2024
Q4 | $19.6K | Buy |
358
+114
| +47% | +$6.24K | ﹤0.01% | 722 |
|
2024
Q3 | $13.3K | Buy |
244
+86
| +54% | +$4.7K | ﹤0.01% | 708 |
|
2024
Q2 | $8.11K | Hold |
158
| – | – | ﹤0.01% | 749 |
|
2024
Q1 | $8.43K | Hold |
158
| – | – | ﹤0.01% | 731 |
|
2023
Q4 | $7.7K | Hold |
158
| – | – | ﹤0.01% | 763 |
|
2023
Q3 | $6.92K | Hold |
158
| – | – | ﹤0.01% | 741 |
|
2023
Q2 | $7.25K | Hold |
158
| – | – | ﹤0.01% | 761 |
|
2023
Q1 | $6.94K | Hold |
158
| – | – | ﹤0.01% | 769 |
|
2022
Q4 | $6.72K | Hold |
158
| – | – | ﹤0.01% | 768 |
|
2022
Q3 | $6.09K | Hold |
158
| – | – | ﹤0.01% | 758 |
|
2022
Q2 | $6.27K | Hold |
158
| – | – | ﹤0.01% | 821 |
|
2022
Q1 | $7.45K | Hold |
158
| – | – | ﹤0.01% | 746 |
|
2021
Q4 | $7.86K | Hold |
158
| – | – | ﹤0.01% | 748 |
|
2021
Q3 | $7.29K | Hold |
158
| – | – | ﹤0.01% | 765 |
|
2021
Q2 | $7.46K | Hold |
158
| – | – | ﹤0.01% | 786 |
|
2021
Q1 | $7.23K | Hold |
158
| – | – | ﹤0.01% | 716 |
|
2020
Q4 | $6.38K | Buy |
+158
| New | +$6.38K | ﹤0.01% | 615 |
|
2020
Q3 | – | Sell |
-158
| Closed | -$4.94K | – | 554 |
|
2020
Q2 | $4.94K | Hold |
158
| – | – | ﹤0.01% | 642 |
|
2020
Q1 | $4K | Buy |
+158
| New | +$4K | ﹤0.01% | 629 |
|