Cerity Partners’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 | $6.98M | Buy |
128,408
+45,056
| +54% | +$2.45M | 0.01% | 673 |
|
|
2025
Q1 | $4.27M | Sell |
83,352
-1,452
| -2% | -$74.3K | 0.01% | 788 |
|
|
2024
Q4 | $4.64M | Buy |
84,804
+6,435
| +8% | +$352K | 0.01% | 745 |
|
|
2024
Q3 | $4.29M | Sell |
78,369
-703
| -0.9% | -$38.4K | 0.01% | 760 |
|
|
2024
Q2 | $4.06M | Sell |
79,072
-2,425
| -3% | -$124K | 0.01% | 671 |
|
|
2024
Q1 | $4.35M | Sell |
81,497
-1,926
| -2% | -$103K | 0.01% | 680 |
|
|
2023
Q4 | $4.06M | Sell |
83,423
-1,254
| -1% | -$61.1K | 0.01% | 583 |
|
|
2023
Q3 | $3.71M | Sell |
84,677
-1,122
| -1% | -$49.1K | 0.02% | 467 |
|
|
2023
Q2 | $3.94M | Buy |
+85,799
| New | +$3.94M | 0.02% | 551 |
|