CGA
Crescent Grove Advisors’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 | $2.02M | Buy |
37,099
+484
| +1% | +$26.3K | 0.2% | 80 |
|
2025
Q1 | $1.87M | Sell |
36,615
-180
| -0.5% | -$9.21K | 0.2% | 76 |
|
2024
Q4 | $2.01M | Buy |
36,795
+1
| +0% | +$55 | 0.2% | 78 |
|
2024
Q3 | $2.01M | Sell |
36,794
-572
| -2% | -$31.3K | 0.21% | 75 |
|
2024
Q2 | $1.92M | Sell |
37,366
-852
| -2% | -$43.7K | 0.21% | 74 |
|
2024
Q1 | $2.04M | Sell |
38,218
-382
| -1% | -$20.4K | 0.21% | 72 |
|
2023
Q4 | $1.88M | Buy |
38,600
+48
| +0.1% | +$2.34K | 0.21% | 70 |
|
2023
Q3 | $1.69M | Buy |
38,552
+425
| +1% | +$18.6K | 0.21% | 74 |
|
2023
Q2 | $1.75M | Buy |
38,127
+880
| +2% | +$40.4K | 0.19% | 71 |
|
2023
Q1 | $1.64M | Buy |
37,247
+305
| +0.8% | +$13.4K | 0.19% | 74 |
|
2022
Q4 | $1.57M | Buy |
36,942
+15,164
| +70% | +$644K | 0.16% | 85 |
|
2022
Q3 | $840K | Buy |
21,778
+15,437
| +243% | +$595K | 0.1% | 110 |
|
2022
Q2 | $252K | Buy |
+6,341
| New | +$252K | 0.03% | 226 |
|