Cape Investment Advisory’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 | $47.2K | Sell |
868
-40
| -4% | -$2.18K | 0.02% | 375 |
|
|
2025
Q1 | $46.5K | Buy |
908
+818
| +909% | +$41.9K | 0.02% | 347 |
|
|
2024
Q4 | $4.92K | Hold |
90
| – | – | ﹤0.01% | 746 |
|
|
2024
Q3 | $4.92K | Buy |
90
+10
| +13% | +$547 | ﹤0.01% | 704 |
|
|
2024
Q2 | $4.1K | Sell |
80
-175
| -69% | -$8.98K | ﹤0.01% | 702 |
|
|
2024
Q1 | $13.6K | Sell |
255
-10
| -4% | -$533 | 0.01% | 489 |
|
|
2023
Q4 | $12.9K | Sell |
265
-271
| -51% | -$13.2K | 0.01% | 616 |
|
|
2023
Q3 | $23.5K | Buy |
536
+7
| +1% | +$307 | 0.01% | 420 |
|
|
2023
Q2 | $24.3K | Buy |
529
+53
| +11% | +$2.43K | 0.01% | 408 |
|
|
2023
Q1 | $20.9K | Buy |
+476
| New | +$20.9K | 0.01% | 413 |
|