Corient Private Wealth’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 | $46.1M | Buy |
846,902
+458,086
| +118% | +$24.9M | 0.05% | 271 |
|
|
2025
Q1 | $19.9M | Buy |
388,816
+2,438
| +0.6% | +$125K | 0.03% | 390 |
|
|
2024
Q4 | $20.6M | Buy |
386,378
+20,800
| +6% | +$1.11M | 0.03% | 388 |
|
|
2024
Q3 | $20M | Buy |
365,578
+3,553
| +1% | +$194K | 0.03% | 409 |
|
|
2024
Q2 | $18.6M | Buy |
362,025
+7,699
| +2% | +$395K | 0.03% | 397 |
|
|
2024
Q1 | $18.9M | Buy |
354,326
+15,978
| +5% | +$852K | 0.03% | 403 |
|
|
2023
Q4 | $16.5M | Buy |
338,348
+172,445
| +104% | +$8.4M | 0.03% | 422 |
|
|
2023
Q3 | $7.61M | Buy |
165,903
+51,308
| +45% | +$2.35M | 0.02% | 536 |
|
|
2023
Q2 | $5.26M | Buy |
114,595
+3,921
| +4% | +$180K | 0.01% | 621 |
|
|
2023
Q1 | $4.86M | Buy |
110,674
+34,521
| +45% | +$1.52M | 0.01% | 605 |
|
|
2022
Q4 | $4.45M | Buy |
+76,153
| New | +$4.45M | 0.02% | 525 |
|