Caitlin John’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 | $290K | Buy |
+5,336
| New | +$290K | 0.26% | 100 |
|
2025
Q1 | – | Sell |
-1,013
| Closed | -$55.4K | – | 686 |
|
2024
Q4 | $55.4K | Sell |
1,013
-16
| -2% | -$875 | 0.04% | 207 |
|
2024
Q3 | $59.1K | Buy |
1,029
+292
| +40% | +$16.8K | 0.04% | 210 |
|
2024
Q2 | $37.8K | Buy |
737
+230
| +45% | +$11.8K | 0.03% | 276 |
|
2024
Q1 | $27K | Sell |
507
-64
| -11% | -$3.41K | 0.02% | 305 |
|
2023
Q4 | $27.8K | Buy |
+571
| New | +$27.8K | 0.02% | 292 |
|