Avantax Advisory Services’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 | $1.12M | Sell |
20,631
-1,866
| -8% | -$101K | 0.01% | 1096 |
|
|
2025
Q1 | $1.15M | Sell |
22,497
-2,782
| -11% | -$142K | 0.01% | 1016 |
|
|
2024
Q4 | $1.38M | Sell |
25,279
-826
| -3% | -$45.2K | 0.01% | 895 |
|
|
2024
Q3 | $1.43M | Buy |
26,105
+1,735
| +7% | +$94.9K | 0.01% | 840 |
|
|
2024
Q2 | $1.25M | Sell |
24,370
-315
| -1% | -$16.2K | 0.01% | 869 |
|
|
2024
Q1 | $1.32M | Sell |
24,685
-34
| -0.1% | -$1.81K | 0.01% | 660 |
|
|
2023
Q4 | $1.2M | Sell |
24,719
-162
| -0.7% | -$7.89K | 0.01% | 653 |
|
|
2023
Q3 | $1.09M | Buy |
24,881
+7,046
| +40% | +$309K | 0.01% | 653 |
|
|
2023
Q2 | $818K | Buy |
17,835
+13,082
| +275% | +$600K | 0.01% | 753 |
|
|
2023
Q1 | $209K | Sell |
4,753
-361
| -7% | -$15.9K | ﹤0.01% | 1355 |
|
|
2022
Q4 | $217K | Sell |
5,114
-237
| -4% | -$10.1K | ﹤0.01% | 1274 |
|
|
2022
Q3 | $206K | Buy |
+5,351
| New | +$206K | ﹤0.01% | 1203 |
|
|
2022
Q2 | – | Sell |
-4,855
| Closed | -$229K | – | 1388 |
|
|
2022
Q1 | $229K | Sell |
4,855
-11
| -0.2% | -$519 | ﹤0.01% | 1130 |
|
|
2021
Q4 | $242K | Buy |
4,866
+5
| +0.1% | +$249 | ﹤0.01% | 1083 |
|
|
2021
Q3 | $224K | Buy |
+4,861
| New | +$224K | ﹤0.01% | 1061 |
|