Berkeley Capital Partners’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 | $7.33M | Buy |
134,797
+2,852
| +2% | +$155K | 1.86% | 10 |
|
|
2025
Q1 | $6.75M | Sell |
131,945
-136
| -0.1% | -$6.96K | 1.86% | 9 |
|
|
2024
Q4 | $7.22M | Buy |
132,081
+4,120
| +3% | +$225K | 2.01% | 8 |
|
|
2024
Q3 | $7M | Buy |
127,961
+2,623
| +2% | +$143K | 2% | 8 |
|
|
2024
Q2 | $6.43M | Sell |
125,338
-2,415
| -2% | -$124K | 1.94% | 10 |
|
|
2024
Q1 | $6.81M | Buy |
+127,753
| New | +$6.81M | 2.08% | 9 |
|