CreativeOne 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 | $1.37M | Sell |
25,140
-9,950
| -28% | -$541K | 0.04% | 445 |
|
|
2025
Q1 | $1.8M | Buy |
35,090
+5,011
| +17% | +$256K | 0.05% | 327 |
|
|
2024
Q4 | $1.65M | Buy |
30,079
+14,202
| +89% | +$777K | 0.05% | 329 |
|
|
2024
Q3 | $868K | Buy |
15,877
+1,810
| +13% | +$99K | 0.03% | 471 |
|
|
2024
Q2 | $722K | Sell |
14,067
-13,242
| -48% | -$680K | 0.04% | 394 |
|
|
2024
Q1 | $1.46M | Sell |
27,309
-9,685
| -26% | -$516K | 0.06% | 291 |
|
|
2023
Q4 | $1.8M | Buy |
36,994
+22,039
| +147% | +$1.07M | 0.12% | 174 |
|
|
2023
Q3 | $655K | Sell |
14,955
-1,598
| -10% | -$70K | 0.05% | 297 |
|
|
2023
Q2 | $760K | Sell |
16,553
-15,482
| -48% | -$711K | 0.04% | 387 |
|
|
2023
Q1 | $1.41M | Buy |
32,035
+14,553
| +83% | +$640K | 0.07% | 252 |
|
|
2022
Q4 | $743K | Sell |
17,482
-1,444
| -8% | -$61.4K | 0.04% | 338 |
|
|
2022
Q3 | $730K | Sell |
18,926
-2,059
| -10% | -$79.4K | 0.04% | 328 |
|
|
2022
Q2 | $833K | Sell |
20,985
-13,061
| -38% | -$518K | 0.05% | 295 |
|
|
2022
Q1 | $1.61M | Buy |
34,046
+2,749
| +9% | +$130K | 0.08% | 199 |
|
|
2021
Q4 | $1.56M | Buy |
31,297
+17,497
| +127% | +$870K | 0.08% | 220 |
|
|
2021
Q3 | $637K | Sell |
13,800
-721
| -5% | -$33.3K | 0.04% | 348 |
|
|
2021
Q2 | $686K | Sell |
14,521
-5,858
| -29% | -$277K | 0.04% | 320 |
|
|
2021
Q1 | $933K | Sell |
20,379
-6,325
| -24% | -$290K | 0.07% | 218 |
|
|
2020
Q4 | $1.08M | Sell |
26,704
-16,959
| -39% | -$685K | 0.09% | 174 |
|
|
2020
Q3 | $1.43M | Sell |
43,663
-31,866
| -42% | -$1.04M | 0.2% | 80 |
|
|
2020
Q2 | $2.36M | Sell |
75,529
-23,902
| -24% | -$747K | 0.37% | 49 |
|
|
2020
Q1 | $2.52M | Buy |
99,431
+2,023
| +2% | +$51.3K | 0.48% | 39 |
|
|
2019
Q4 | $3.53M | Buy |
97,408
+29,744
| +44% | +$1.08M | 0.6% | 31 |
|
|
2019
Q3 | $2.29M | Buy |
67,664
+56,223
| +491% | +$1.91M | 0.44% | 41 |
|
|
2019
Q2 | $390K | Buy |
+11,441
| New | +$390K | 0.08% | 103 |
|