Beacon Capital Management LLC (Tennessee)’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
$1.04K Sell
19
-219
-92% -$12K ﹤0.01% 978
2025
Q1
$12.2K Sell
238
-21
-8% -$1.07K ﹤0.01% 580
2024
Q4
$14.2K Buy
259
+23
+10% +$1.26K ﹤0.01% 538
2024
Q3
$12.9K Hold
236
﹤0.01% 587
2024
Q2
$12.1K Hold
236
﹤0.01% 536
2024
Q1
$12.6K Buy
236
+223
+1,715% +$11.9K ﹤0.01% 537
2023
Q4
$569 Sell
13
-1,344
-99% -$58.8K ﹤0.01% 915
2023
Q3
$62.3K Hold
1,357
0.02% 212
2023
Q2
$62.3K Buy
+1,357
New +$62.3K 0.02% 212
2022
Q3
Sell
-41
Closed -$2K 955
2022
Q2
$2K Hold
41
﹤0.01% 806
2022
Q1
$2K Buy
+41
New +$2K ﹤0.01% 806