CIAS
Capital Investment Advisory Services’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 | $2.53M | Sell |
46,569
-93,065
| -67% | -$5.06M | 0.21% | 114 |
|
|
2025
Q1 | $7.15M | Buy |
139,634
+8,677
| +7% | +$444K | 0.64% | 31 |
|
|
2024
Q4 | $7.16M | Sell |
130,957
-934
| -0.7% | -$51.1K | 0.69% | 31 |
|
|
2024
Q3 | $7.21M | Sell |
131,891
-318
| -0.2% | -$17.4K | 0.68% | 33 |
|
|
2024
Q2 | $6.78M | Sell |
132,209
-30,874
| -19% | -$1.58M | 0.7% | 33 |
|
|
2024
Q1 | $8.7M | Sell |
163,083
-76,539
| -32% | -$4.08M | 0.93% | 17 |
|
|
2023
Q4 | $11.7M | Sell |
239,622
-9,375
| -4% | -$457K | 1.08% | 15 |
|
|
2023
Q3 | $10.9M | Buy |
248,997
+3,858
| +2% | +$169K | 1.07% | 13 |
|
|
2023
Q2 | $11.2M | Buy |
245,139
+13,491
| +6% | +$619K | 1.11% | 13 |
|
|
2023
Q1 | $10.2M | Sell |
231,648
-6,434
| -3% | -$283K | 1.2% | 13 |
|
|
2022
Q4 | $10.1M | Buy |
238,082
+40,282
| +20% | +$1.71M | 1.2% | 13 |
|
|
2022
Q3 | $7.63M | Buy |
197,800
+37,702
| +24% | +$1.45M | 0.99% | 19 |
|
|
2022
Q2 | $6.35M | Buy |
160,098
+12,426
| +8% | +$493K | 0.77% | 20 |
|
|
2022
Q1 | $6.96M | Buy |
147,672
+21,572
| +17% | +$1.02M | 0.76% | 19 |
|
|
2021
Q4 | $6.27M | Buy |
126,100
+9,105
| +8% | +$453K | 0.74% | 25 |
|
|
2021
Q3 | $5.4M | Buy |
116,995
+25,059
| +27% | +$1.16M | 0.68% | 25 |
|
|
2021
Q2 | $4.34M | Buy |
91,936
+10,014
| +12% | +$473K | 0.55% | 31 |
|
|
2021
Q1 | $3.75M | Buy |
81,922
+57,697
| +238% | +$2.64M | 0.53% | 41 |
|
|
2020
Q4 | $979K | Buy |
24,225
+1,937
| +9% | +$78.3K | 0.15% | 147 |
|
|
2020
Q3 | $727K | Sell |
22,288
-220
| -1% | -$7.18K | 0.14% | 153 |
|
|
2020
Q2 | $703K | Buy |
22,508
+2,803
| +14% | +$87.5K | 0.14% | 139 |
|
|
2020
Q1 | $499K | Buy |
19,705
+7,273
| +59% | +$184K | 0.12% | 159 |
|
|
2019
Q4 | $450K | Buy |
12,432
+1,377
| +12% | +$49.8K | 0.12% | 171 |
|
|
2019
Q3 | $375K | Buy |
11,055
+1,390
| +14% | +$47.2K | 0.1% | 182 |
|
|
2019
Q2 | $327K | Buy |
9,665
+485
| +5% | +$16.4K | 0.1% | 209 |
|
|
2019
Q1 | $306K | Sell |
9,180
-742
| -7% | -$24.7K | 0.11% | 166 |
|
|
2018
Q4 | $292K | Sell |
9,922
-15,722
| -61% | -$463K | 0.12% | 150 |
|
|
2018
Q3 | $927K | Buy |
25,644
+4,325
| +20% | +$156K | 0.43% | 57 |
|
|
2018
Q2 | $744K | Buy |
21,319
+4,369
| +26% | +$152K | 0.37% | 68 |
|
|
2018
Q1 | $562K | Buy |
16,950
+6,023
| +55% | +$200K | 0.31% | 80 |
|
|
2017
Q4 | $365K | Buy |
+10,927
| New | +$365K | 0.21% | 119 |
|