CIAS
CFS 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 | $1.23M | Buy |
22,581
+2,515
| +13% | +$137K | 0.1% | 153 |
|
|
2025
Q1 | $1.03M | Sell |
20,066
-195
| -1% | -$9.98K | 0.09% | 170 |
|
|
2024
Q4 | $1.11M | Buy |
20,261
+1,056
| +5% | +$57.7K | 0.1% | 147 |
|
|
2024
Q3 | $1.05M | Buy |
19,205
+1,207
| +7% | +$66K | 0.09% | 150 |
|
|
2024
Q2 | $923K | Sell |
17,998
-600
| -3% | -$30.8K | 0.07% | 147 |
|
|
2024
Q1 | $992K | Buy |
18,598
+7,649
| +70% | +$408K | 0.17% | 85 |
|
|
2023
Q4 | $533K | Buy |
10,949
+552
| +5% | +$26.9K | 0.1% | 98 |
|
|
2023
Q3 | $455K | Buy |
10,397
+770
| +8% | +$33.7K | 0.07% | 120 |
|
|
2023
Q2 | $442K | Buy |
9,627
+56
| +0.6% | +$2.57K | 0.06% | 171 |
|
|
2023
Q1 | $421K | Sell |
9,571
-4,049
| -30% | -$178K | 0.08% | 104 |
|
|
2022
Q4 | $579K | Sell |
13,620
-582,351
| -98% | -$24.8M | 0.13% | 81 |
|
|
2022
Q3 | $596K | Buy |
595,971
+580,181
| +3,674% | +$580K | 0.14% | 82 |
|
|
2022
Q2 | $627K | Sell |
15,790
-1,031,769
| -98% | -$41M | 0.1% | 152 |
|
|
2022
Q1 | $41K | Buy |
1,047,559
+1,021,607
| +3,937% | +$40K | 0.18% | 69 |
|
|
2021
Q4 | $1.2M | Sell |
25,952
-2,538
| -9% | -$117K | 0.16% | 125 |
|
|
2021
Q3 | $1.32M | Buy |
+28,490
| New | +$1.32M | 0.18% | 129 |
|
|
2020
Q4 | $1.45M | Buy |
+35,801
| New | +$1.45M | 0.23% | 109 |
|