CI
Cavalier Investments’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 | $2M | Sell |
36,840
-4,662
| -11% | -$254K | 0.61% | 37 |
|
|
2025
Q1 | $2.12M | Sell |
41,502
-5,738
| -12% | -$294K | 0.72% | 40 |
|
|
2024
Q4 | $2.58M | Sell |
47,240
-5,208
| -10% | -$285K | 0.86% | 28 |
|
|
2024
Q3 | $2.87M | Sell |
52,448
-2,604
| -5% | -$142K | 0.88% | 29 |
|
|
2024
Q2 | $2.82M | Hold |
55,052
| – | – | 0.87% | 31 |
|
|
2024
Q1 | $2.94M | Hold |
55,052
| – | – | 1.07% | 24 |
|
|
2023
Q4 | $2.68M | Sell |
55,052
-1,752
| -3% | -$85.4K | 0.99% | 27 |
|
|
2023
Q3 | $2.49M | Sell |
56,804
-8,292
| -13% | -$363K | 0.97% | 30 |
|
|
2023
Q2 | $2.99M | Buy |
+65,096
| New | +$2.99M | 1.09% | 27 |
|