Beacon Pointe 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 | $9.85M | Buy |
181,130
+7,124
| +4% | +$387K | 0.1% | 179 |
|
|
2025
Q1 | $8.91M | Sell |
174,006
-5,886
| -3% | -$301K | 0.1% | 188 |
|
|
2024
Q4 | $9.84M | Sell |
179,892
-5,556
| -3% | -$304K | 0.11% | 171 |
|
|
2024
Q3 | $10.1M | Sell |
185,448
-971
| -0.5% | -$53.1K | 0.12% | 162 |
|
|
2024
Q2 | $9.56M | Sell |
186,419
-7,305
| -4% | -$375K | 0.11% | 163 |
|
|
2024
Q1 | $10.3M | Buy |
193,724
+1,662
| +0.9% | +$88.7K | 0.11% | 174 |
|
|
2023
Q4 | $9.36M | Buy |
192,062
+2,352
| +1% | +$115K | 0.11% | 175 |
|
|
2023
Q3 | $8.31M | Sell |
189,710
-3,064
| -2% | -$134K | 0.1% | 182 |
|
|
2023
Q2 | $8.85M | Sell |
192,774
-9,180
| -5% | -$421K | 0.14% | 139 |
|
|
2023
Q1 | $8.87M | Sell |
201,954
-3,244
| -2% | -$143K | 0.15% | 142 |
|
|
2022
Q4 | $8.72M | Buy |
205,198
+453
| +0.2% | +$19.3K | 0.17% | 130 |
|
|
2022
Q3 | $7.89M | Sell |
204,745
-243
| -0.1% | -$9.37K | 0.18% | 131 |
|
|
2022
Q2 | $8.13M | Sell |
204,988
-5,515
| -3% | -$219K | 0.17% | 132 |
|
|
2022
Q1 | $9.93M | Buy |
210,503
+12,932
| +7% | +$610K | 0.14% | 154 |
|
|
2021
Q4 | $9.83M | Buy |
197,571
+5,866
| +3% | +$292K | 0.26% | 90 |
|
|
2021
Q3 | $8.85M | Buy |
191,705
+3,243
| +2% | +$150K | 0.22% | 112 |
|
|
2021
Q2 | $8.9M | Sell |
188,462
-882
| -0.5% | -$41.6K | 0.32% | 82 |
|
|
2021
Q1 | $8.66M | Sell |
189,344
-2,911
| -2% | -$133K | 0.53% | 44 |
|
|
2020
Q4 | $7.77M | Sell |
192,255
-1,669
| -0.9% | -$67.4K | 0.53% | 41 |
|
|
2020
Q3 | $6.33M | Sell |
193,924
-2,530
| -1% | -$82.6K | 0.61% | 40 |
|
|
2020
Q2 | $6.14M | Buy |
196,454
+4,677
| +2% | +$146K | 0.61% | 39 |
|
|
2020
Q1 | $4.85M | Buy |
+191,777
| New | +$4.85M | 0.77% | 32 |
|