Clearstead Advisors’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 | $531K | Sell |
9,759
-1,501
| -13% | -$81.6K | 0.01% | 595 |
|
|
2025
Q1 | $576K | Buy |
11,260
+5,692
| +102% | +$291K | 0.01% | 536 |
|
|
2024
Q4 | $304K | Buy |
5,568
+11
| +0.2% | +$602 | ﹤0.01% | 720 |
|
|
2024
Q3 | $304K | Buy |
5,557
+5,536
| +26,362% | +$303K | ﹤0.01% | 721 |
|
|
2024
Q2 | $1.08K | Hold |
21
| – | – | ﹤0.01% | 1890 |
|
|
2024
Q1 | $1.1K | Hold |
21
| – | – | ﹤0.01% | 1393 |
|
|
2023
Q4 | $1.02K | Sell |
21
-21
| -50% | -$1.02K | ﹤0.01% | 1394 |
|
|
2023
Q3 | $1.84K | Buy |
42
+21
| +100% | +$920 | ﹤0.01% | 1415 |
|
|
2023
Q2 | $964 | Buy |
+21
| New | +$964 | ﹤0.01% | 1253 |
|
|
2019
Q1 | – | Sell |
-22,652
| Closed | -$666K | – | 265 |
|
|
2018
Q4 | $666K | Buy |
+22,652
| New | +$666K | 0.1% | 138 |
|