Capital Advisors Ltd’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $292K | Hold |
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|
2025
Q2 | $277K | Hold |
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|
2025
Q1 | $261K | Hold |
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|
2024
Q4 | $279K | Hold |
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|
2024
Q3 | $279K | Hold |
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|
2024
Q2 | $262K | Hold |
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|
2024
Q1 | $272K | Hold |
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|
2023
Q4 | $248K | Hold |
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|
2023
Q3 | $223K | Hold |
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|
2023
Q2 | $234K | Hold |
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|
2023
Q1 | $224K | Hold |
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|
2022
Q4 | $217K | Hold |
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|
2022
Q3 | $197K | Hold |
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|
2022
Q2 | $202K | Hold |
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|
2022
Q1 | $241K | Hold |
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|
2021
Q4 | $254K | Hold |
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|
2021
Q3 | $235K | Hold |
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|
2021
Q2 | $241K | Hold |
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|
2021
Q1 | $233K | Hold |
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|
2020
Q4 | $206K | Hold |
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|
2020
Q3 | $166K | Sell |
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|
2020
Q2 | $165K | Buy |
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|
2020
Q1 | $79K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $133K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $5K | Buy |
|