Econ Financial Services’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
Q1 | – | Sell |
-8,905
| Closed | -$487K | – | 97 |
|
|
2024
Q4 | $487K | Hold |
8,905
| – | – | 0.28% | 72 |
|
|
2024
Q3 | $487K | Sell |
8,905
-9,429
| -51% | -$516K | 0.27% | 58 |
|
|
2024
Q2 | $941K | Sell |
18,334
-7,464
| -29% | -$383K | 0.58% | 64 |
|
|
2024
Q1 | $1.38M | Sell |
25,798
-3,528
| -12% | -$188K | 0.85% | 36 |
|
|
2023
Q4 | $1.43M | Buy |
29,326
+17,537
| +149% | +$854K | 1.01% | 35 |
|
|
2023
Q3 | $516K | Sell |
11,789
-45,462
| -79% | -$1.99M | 0.38% | 60 |
|
|
2023
Q2 | $2.63M | Buy |
57,251
+44,088
| +335% | +$2.02M | 1.86% | 15 |
|
|
2023
Q1 | $578K | Sell |
13,163
-13,042
| -50% | -$573K | 0.44% | 68 |
|
|
2022
Q4 | $1.11M | Sell |
26,205
-3,646
| -12% | -$155K | 1.13% | 33 |
|
|
2022
Q3 | $1.15M | Buy |
+29,851
| New | +$1.15M | 0.95% | 42 |
|
|
2022
Q1 | – | Sell |
-760
| Closed | -$38K | – | 193 |
|
|
2021
Q4 | $38K | Buy |
+760
| New | +$38K | 0.03% | 98 |
|
|
2019
Q2 | $961K | Buy |
28,207
+2,850
| +11% | +$97.1K | 1.33% | 28 |
|
|
2019
Q1 | $845K | Buy |
25,357
+8,983
| +55% | +$299K | 1.26% | 24 |
|
|
2018
Q4 | $482K | Buy |
+16,374
| New | +$482K | 0.73% | 43 |
|