APWA
Atlas Private Wealth Advisors’s SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $77.4M | Sell |
1,423,120
-44,298
| -3% | -$2.41M | 9.96% | 1 |
|
|
2025
Q1 | $75.1M | Buy |
1,467,418
+162,347
| +12% | +$8.31M | 10.47% | 1 |
|
|
2024
Q4 | $71.4M | Buy |
1,305,071
+19,496
| +2% | +$1.07M | 10.12% | 1 |
|
|
2024
Q3 | $70.3M | Sell |
1,285,575
-5,676
| -0.4% | -$310K | 10.19% | 1 |
|
|
2024
Q2 | $66.2M | Buy |
1,291,251
+652,453
| +102% | +$33.5M | 10.77% | 1 |
|
|
2024
Q1 | $34.1M | Sell |
638,798
-487,840
| -43% | -$26M | 11.39% | 1 |
|
|
2023
Q4 | $54.9M | Sell |
1,126,638
-129,915
| -10% | -$6.33M | 10.2% | 1 |
|
|
2023
Q3 | $55M | Buy |
1,256,553
+175,068
| +16% | +$7.67M | 10.4% | 1 |
|
|
2023
Q2 | $49.6M | Buy |
1,081,485
+585,073
| +118% | +$26.8M | 10.05% | 1 |
|
|
2023
Q1 | $21.8M | Buy |
496,412
+64,562
| +15% | +$2.84M | 10.08% | 1 |
|
|
2022
Q4 | $18.4M | Buy |
431,850
+53,052
| +14% | +$2.25M | 9.78% | 1 |
|
|
2022
Q3 | $14.6M | Buy |
378,798
+58,219
| +18% | +$2.24M | 8.77% | 1 |
|
|
2022
Q2 | $12.7M | Buy |
+320,579
| New | +$12.7M | 7.63% | 1 |
|