Eldridge Investment Advisors’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 | $1.1M | Buy |
20,181
+2,553
| +14% | +$139K | 0.23% | 72 |
|
|
2025
Q1 | $902K | Buy |
17,628
+2,239
| +15% | +$115K | 0.21% | 81 |
|
|
2024
Q4 | $842K | Buy |
15,389
+3,028
| +24% | +$166K | 0.2% | 86 |
|
|
2024
Q3 | $676K | Buy |
12,361
+2,928
| +31% | +$160K | 0.16% | 93 |
|
|
2024
Q2 | $484K | Buy |
9,433
+972
| +11% | +$49.9K | 0.12% | 101 |
|
|
2024
Q1 | $451K | Sell |
8,461
-21,163
| -71% | -$1.13M | 0.12% | 106 |
|
|
2023
Q4 | $1.44M | Buy |
29,624
+21,495
| +264% | +$1.05M | 0.38% | 58 |
|
|
2023
Q3 | $356K | Sell |
8,129
-10,894
| -57% | -$477K | 0.12% | 105 |
|
|
2023
Q2 | $873K | Buy |
19,023
+10,385
| +120% | +$477K | 0.29% | 64 |
|
|
2023
Q1 | $380K | Buy |
8,638
+2,900
| +51% | +$128K | 0.13% | 100 |
|
|
2022
Q4 | $244K | Hold |
5,738
| – | – | 0.09% | 119 |
|
|
2022
Q3 | $221K | Sell |
5,738
-210
| -4% | -$8.09K | 0.09% | 118 |
|
|
2022
Q2 | $236K | Sell |
5,948
-755
| -11% | -$30K | 0.09% | 115 |
|
|
2022
Q1 | $316K | Sell |
6,703
-50
| -0.7% | -$2.36K | 0.11% | 102 |
|
|
2021
Q4 | $336K | Buy |
6,753
+8
| +0.1% | +$398 | 0.11% | 101 |
|
|
2021
Q3 | $311K | Buy |
6,745
+21
| +0.3% | +$968 | 0.11% | 94 |
|
|
2021
Q2 | $317K | Buy |
+6,724
| New | +$317K | 0.11% | 90 |
|