Atria Investments’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 | $2.93M | Buy |
53,823
+14,369
| +36% | +$781K | 0.03% | 573 |
|
|
2025
Q1 | $2.02M | Buy |
39,454
+6,308
| +19% | +$323K | 0.03% | 697 |
|
|
2024
Q4 | $1.81M | Buy |
33,146
+511
| +2% | +$27.9K | 0.02% | 720 |
|
|
2024
Q3 | $1.78M | Buy |
32,635
+1,028
| +3% | +$56.2K | 0.02% | 706 |
|
|
2024
Q2 | $1.62M | Buy |
31,607
+729
| +2% | +$37.4K | 0.02% | 727 |
|
|
2024
Q1 | $1.65M | Sell |
30,878
-32,718
| -51% | -$1.75M | 0.02% | 736 |
|
|
2023
Q4 | $3.1M | Buy |
63,596
+20,815
| +49% | +$1.01M | 0.05% | 437 |
|
|
2023
Q3 | $1.87M | Buy |
42,781
+1,178
| +3% | +$51.6K | 0.03% | 591 |
|
|
2023
Q2 | $1.91M | Sell |
41,603
-37,037
| -47% | -$1.7M | 0.03% | 572 |
|
|
2023
Q1 | $3.46M | Buy |
+78,640
| New | +$3.46M | 0.07% | 352 |
|
|
2022
Q2 | – | Sell |
-39,580
| Closed | -$1.87M | – | 867 |
|
|
2022
Q1 | $1.87M | Buy |
39,580
+2,544
| +7% | +$120K | 0.03% | 601 |
|
|
2021
Q4 | $1.84M | Buy |
+37,036
| New | +$1.84M | 0.03% | 598 |
|
|
2020
Q2 | – | Sell |
-19,881
| Closed | -$504K | – | 735 |
|
|
2020
Q1 | $504K | Sell |
19,881
-331,507
| -94% | -$8.4M | 0.04% | 348 |
|
|
2019
Q4 | $12.7M | Buy |
351,388
+4,590
| +1% | +$166K | 0.34% | 58 |
|
|
2019
Q3 | $11.8M | Buy |
346,798
+18,198
| +6% | +$617K | 0.42% | 45 |
|
|
2019
Q2 | $10.7M | Buy |
328,600
+313,371
| +2,058% | +$10.2M | 0.4% | 49 |
|
|
2019
Q1 | $508K | Sell |
15,229
-29,568
| -66% | -$986K | 0.02% | 531 |
|
|
2018
Q4 | $1.32M | Buy |
44,797
+7,811
| +21% | +$230K | 0.06% | 248 |
|
|
2018
Q3 | $1.34M | Buy |
36,986
+3,335
| +10% | +$121K | 0.05% | 323 |
|
|
2018
Q2 | $1.17M | Buy |
33,651
+1,649
| +5% | +$57.5K | 0.05% | 340 |
|
|
2018
Q1 | $1.06M | Buy |
+32,002
| New | +$1.06M | 0.05% | 339 |
|