Creative Financial Designs’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 | $701K | Buy |
12,897
+501
| +4% | +$27.2K | 0.05% | 270 |
|
|
2025
Q1 | $634K | Buy |
12,396
+2,354
| +23% | +$120K | 0.05% | 258 |
|
|
2024
Q4 | $549K | Buy |
10,042
+3,716
| +59% | +$203K | 0.04% | 274 |
|
|
2024
Q3 | $346K | Buy |
6,326
+2,164
| +52% | +$118K | 0.03% | 342 |
|
|
2024
Q2 | $214K | Buy |
4,162
+392
| +10% | +$20.1K | 0.02% | 415 |
|
|
2024
Q1 | $201K | Sell |
3,770
-2
| -0.1% | -$107 | 0.02% | 415 |
|
|
2023
Q4 | $184K | Sell |
3,772
-108
| -3% | -$5.26K | 0.02% | 403 |
|
|
2023
Q3 | $170K | Sell |
3,880
-75
| -2% | -$3.28K | 0.02% | 367 |
|
|
2023
Q2 | $181K | Sell |
3,955
-340
| -8% | -$15.6K | 0.02% | 360 |
|
|
2023
Q1 | $189K | Sell |
4,295
-64
| -1% | -$2.81K | 0.02% | 336 |
|
|
2022
Q4 | $185K | Hold |
4,359
| – | – | 0.03% | 321 |
|
|
2022
Q3 | $168K | Sell |
4,359
-190
| -4% | -$7.32K | 0.03% | 331 |
|
|
2022
Q2 | $181K | Sell |
4,549
-183
| -4% | -$7.28K | 0.03% | 314 |
|
|
2022
Q1 | $223K | Buy |
4,732
+179
| +4% | +$8.44K | 0.03% | 280 |
|
|
2021
Q4 | $226K | Buy |
4,553
+399
| +10% | +$19.8K | 0.03% | 289 |
|
|
2021
Q3 | $192K | Buy |
4,154
+14
| +0.3% | +$647 | 0.03% | 303 |
|
|
2021
Q2 | $195K | Sell |
4,140
-435
| -10% | -$20.5K | 0.03% | 298 |
|
|
2021
Q1 | $209K | Buy |
4,575
+1,211
| +36% | +$55.3K | 0.04% | 264 |
|
|
2020
Q4 | $136K | Buy |
3,364
+119
| +4% | +$4.81K | 0.03% | 320 |
|
|
2020
Q3 | $106K | Buy |
3,245
+3,094
| +2,049% | +$101K | 0.03% | 330 |
|
|
2020
Q2 | $5K | Buy |
151
+65
| +76% | +$2.15K | ﹤0.01% | 880 |
|
|
2020
Q1 | $2K | Sell |
86
-214
| -71% | -$4.98K | ﹤0.01% | 451 |
|
|
2019
Q4 | $11K | Buy |
+300
| New | +$11K | ﹤0.01% | 389 |
|