Diligent Investors’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 | $275K | Sell |
5,063
-49
| -1% | -$2.67K | 0.07% | 281 |
|
|
2025
Q1 | $262K | Hold |
5,112
| – | – | 0.06% | 301 |
|
|
2024
Q4 | $280K | Buy |
5,112
+1
| +0% | +$55 | 0.06% | 290 |
|
|
2024
Q3 | $279K | Sell |
5,111
-59
| -1% | -$3.23K | 0.06% | 279 |
|
|
2024
Q2 | $265K | Buy |
5,170
+1
| +0% | +$51 | 0.07% | 272 |
|
|
2024
Q1 | $276K | Hold |
5,169
| – | – | 0.07% | 267 |
|
|
2023
Q4 | $252K | Sell |
5,169
-2,218
| -30% | -$108K | 0.07% | 264 |
|
|
2023
Q3 | $323K | Sell |
7,387
-1,479
| -17% | -$64.8K | 0.1% | 213 |
|
|
2023
Q2 | $407K | Buy |
8,866
+1
| +0% | +$46 | 0.12% | 182 |
|
|
2023
Q1 | $390K | Hold |
8,865
| – | – | 0.12% | 175 |
|
|
2022
Q4 | $377K | Sell |
8,865
-156
| -2% | -$6.63K | 0.12% | 179 |
|
|
2022
Q3 | $348K | Buy |
9,021
+21
| +0.2% | +$810 | 0.12% | 169 |
|
|
2022
Q2 | $357K | Sell |
9,000
-101
| -1% | -$4.01K | 0.12% | 171 |
|
|
2022
Q1 | $429K | Buy |
9,101
+125
| +1% | +$5.89K | 0.12% | 172 |
|
|
2021
Q4 | $446K | Buy |
8,976
+372
| +4% | +$18.5K | 0.12% | 163 |
|
|
2021
Q3 | $406K | Hold |
8,604
| – | – | 0.14% | 146 |
|
|
2021
Q2 | $406K | Hold |
8,604
| – | – | 0.14% | 147 |
|
|
2021
Q1 | $394K | Buy |
8,604
+818
| +11% | +$37.5K | 0.14% | 146 |
|
|
2020
Q4 | $315K | Buy |
7,786
+102
| +1% | +$4.13K | 0.13% | 155 |
|
|
2020
Q3 | $251K | Buy |
7,684
+135
| +2% | +$4.41K | 0.11% | 155 |
|
|
2020
Q2 | $236K | Buy |
+7,549
| New | +$236K | 0.12% | 155 |
|
|
2017
Q3 | – | Sell |
-6,891
| Closed | -$214K | – | 193 |
|
|
2017
Q2 | $214K | Sell |
6,891
-114
| -2% | -$3.54K | 0.15% | 163 |
|
|
2017
Q1 | $213K | Buy |
7,005
+228
| +3% | +$6.93K | 0.16% | 139 |
|
|
2016
Q4 | $200K | Buy |
+6,777
| New | +$200K | 0.16% | 152 |
|