Evergreen Capital Management’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 | $4.63M | Buy |
85,221
+312
| +0.4% | +$17K | 0.14% | 167 |
|
|
2025
Q1 | $4.35M | Buy |
84,909
+55,093
| +185% | +$2.82M | 0.15% | 161 |
|
|
2024
Q4 | $1.63M | Hold |
29,816
| – | – | 0.05% | 282 |
|
|
2024
Q3 | $1.63M | Buy |
29,816
+10,000
| +50% | +$547K | 0.05% | 278 |
|
|
2024
Q2 | $1.02M | Buy |
19,816
+2,000
| +11% | +$103K | 0.04% | 305 |
|
|
2024
Q1 | $950K | Hold |
17,816
| – | – | 0.04% | 298 |
|
|
2023
Q4 | $868K | Hold |
17,816
| – | – | 0.04% | 309 |
|
|
2023
Q3 | $780K | Hold |
17,816
| – | – | 0.03% | 316 |
|
|
2023
Q2 | $818K | Buy |
+17,816
| New | +$818K | 0.03% | 310 |
|