Atria Wealth Solutions’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 | – | Sell |
-7,319
| Closed | -$375K | – | 1856 |
|
|
2025
Q1 | $375K | Sell |
7,319
-8,292
| -53% | -$424K | ﹤0.01% | 1343 |
|
|
2024
Q4 | $854K | Buy |
15,611
+4,753
| +44% | +$260K | 0.01% | 984 |
|
|
2024
Q3 | $594K | Sell |
10,858
-973
| -8% | -$53.2K | 0.01% | 1145 |
|
|
2024
Q2 | $607K | Sell |
11,831
-11,289
| -49% | -$579K | 0.01% | 1132 |
|
|
2024
Q1 | $1.23M | Buy |
23,120
+4,629
| +25% | +$247K | 0.01% | 817 |
|
|
2023
Q4 | $901K | Buy |
18,491
+935
| +5% | +$45.6K | 0.01% | 903 |
|
|
2023
Q3 | $769K | Sell |
17,556
-36,230
| -67% | -$1.59M | 0.01% | 927 |
|
|
2023
Q2 | $2.47M | Buy |
53,786
+41,713
| +346% | +$1.91M | 0.03% | 502 |
|
|
2023
Q1 | $530K | Buy |
12,073
+6,826
| +130% | +$300K | 0.01% | 1095 |
|
|
2022
Q4 | $223K | Buy |
+5,247
| New | +$223K | ﹤0.01% | 1532 |
|
|
2022
Q2 | – | Sell |
-5,777
| Closed | -$272K | – | 1838 |
|
|
2022
Q1 | $272K | Buy |
+5,777
| New | +$272K | ﹤0.01% | 1372 |
|