Creative Planning’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 | $4.52B | Buy |
83,062,157
+2,922,150
| +4% | +$159M | 3.86% | 4 |
|
|
2025
Q1 | $4.1B | Buy |
80,140,007
+3,145,403
| +4% | +$161M | 3.86% | 4 |
|
|
2024
Q4 | $4.21B | Buy |
76,994,604
+3,744,485
| +5% | +$205M | 4.09% | 4 |
|
|
2024
Q3 | $4.01B | Buy |
73,250,119
+3,462,382
| +5% | +$189M | 3.97% | 5 |
|
|
2024
Q2 | $3.58B | Buy |
69,787,737
+3,582,178
| +5% | +$184M | 3.82% | 5 |
|
|
2024
Q1 | $3.53B | Buy |
66,205,559
+3,917,111
| +6% | +$209M | 3.91% | 5 |
|
|
2023
Q4 | $35.1M | Buy |
62,288,448
+2,354,215
| +4% | +$1.33M | 0.07% | 166 |
|
|
2023
Q3 | $2.62B | Buy |
59,934,233
+1,676,572
| +3% | +$73.4M | 3.5% | 5 |
|
|
2023
Q2 | $2.67B | Buy |
58,257,661
+4,659,619
| +9% | +$214M | 3.56% | 5 |
|
|
2023
Q1 | $2.36B | Buy |
53,598,042
+1,868,876
| +4% | +$82.1M | 3.39% | 5 |
|
|
2022
Q4 | $2.2B | Buy |
51,729,166
+3,334,879
| +7% | +$142M | 3.31% | 6 |
|
|
2022
Q3 | $1.87B | Buy |
48,394,287
+2,485,734
| +5% | +$95.8M | 3.23% | 6 |
|
|
2022
Q2 | $1.82B | Buy |
45,908,553
+1,214,537
| +3% | +$48.2M | 3% | 9 |
|
|
2022
Q1 | $2.11B | Buy |
44,694,016
+2,636,252
| +6% | +$124M | 3.26% | 8 |
|
|
2021
Q4 | $2.09B | Buy |
42,057,764
+3,782,474
| +10% | +$188M | 3.36% | 7 |
|
|
2021
Q3 | $1.77B | Buy |
38,275,290
+3,400,754
| +10% | +$157M | 3.13% | 8 |
|
|
2021
Q2 | $1.65B | Buy |
34,874,536
+2,408,576
| +7% | +$114M | 2.92% | 9 |
|
|
2021
Q1 | $1.49B | Buy |
32,465,960
+3,608,826
| +13% | +$165M | 2.99% | 8 |
|
|
2020
Q4 | $1.17B | Buy |
28,857,134
+3,799,219
| +15% | +$153M | 2.56% | 11 |
|
|
2020
Q3 | $818M | Buy |
25,057,915
+2,252,313
| +10% | +$73.5M | 2.13% | 13 |
|
|
2020
Q2 | $713M | Buy |
22,805,602
+3,549,669
| +18% | +$111M | 2.06% | 12 |
|
|
2020
Q1 | $488M | Sell |
19,255,933
-1,977
| -0% | -$50.1K | 1.73% | 15 |
|
|
2019
Q4 | $698M | Buy |
19,257,910
+2,613,301
| +16% | +$94.7M | 2.09% | 11 |
|
|
2019
Q3 | $564M | Buy |
16,644,609
+1,964,745
| +13% | +$66.6M | 1.84% | 13 |
|
|
2019
Q2 | $500M | Buy |
14,679,864
+2,093,178
| +17% | +$71.3M | 1.68% | 13 |
|
|
2019
Q1 | $420M | Buy |
12,586,686
+3,214,996
| +34% | +$107M | 1.51% | 17 |
|
|
2018
Q4 | $276M | Buy |
9,371,690
+3,102,983
| +49% | +$91.3M | 1.13% | 20 |
|
|
2018
Q3 | $227M | Buy |
6,268,707
+3,006,615
| +92% | +$109M | 0.84% | 21 |
|
|
2018
Q2 | $114M | Buy |
3,262,092
+3,112,227
| +2,077% | +$109M | 0.45% | 32 |
|
|
2018
Q1 | $4.97M | Buy |
149,865
+120,111
| +404% | +$3.98M | 0.02% | 249 |
|
|
2017
Q4 | $993K | Buy |
+29,754
| New | +$993K | ﹤0.01% | 729 |
|
|
2017
Q1 | – | Sell |
-90
| Closed | -$8K | – | 4667 |
|
|
2016
Q4 | $8K | Buy |
+90
| New | +$8K | ﹤0.01% | 3642 |
|