Financial Advocates Investment 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 | $1.46M | Buy |
26,841
+2,978
| +12% | +$162K | 0.12% | 168 |
|
|
2025
Q1 | $1.22M | Sell |
23,863
-396
| -2% | -$20.3K | 0.09% | 237 |
|
|
2024
Q4 | $1.33M | Sell |
24,259
-1,305
| -5% | -$71.4K | 0.08% | 236 |
|
|
2024
Q3 | $1.39M | Buy |
25,564
+2,450
| +11% | +$134K | 0.08% | 240 |
|
|
2024
Q2 | $1.19M | Sell |
23,114
-91,617
| -80% | -$4.7M | 0.07% | 254 |
|
|
2024
Q1 | $9.74M | Buy |
114,731
+92,210
| +409% | +$7.83M | 0.56% | 32 |
|
|
2023
Q4 | $1.09M | Buy |
22,521
+1,386
| +7% | +$66.9K | 0.07% | 266 |
|
|
2023
Q3 | $927K | Buy |
21,135
+1,184
| +6% | +$51.9K | 0.07% | 281 |
|
|
2023
Q2 | $916K | Buy |
19,951
+2,084
| +12% | +$95.6K | 0.07% | 283 |
|
|
2023
Q1 | $785K | Sell |
17,867
-108,214
| -86% | -$4.76M | 0.06% | 325 |
|
|
2022
Q4 | $5.36M | Buy |
126,081
+6,870
| +6% | +$292K | 0.4% | 56 |
|
|
2022
Q3 | $4.6M | Sell |
119,211
-11,888
| -9% | -$458K | 0.38% | 63 |
|
|
2022
Q2 | $5.2M | Buy |
131,099
+15,783
| +14% | +$626K | 0.42% | 56 |
|
|
2022
Q1 | $5.44M | Buy |
115,316
+8,981
| +8% | +$424K | 0.36% | 64 |
|
|
2021
Q4 | $5.29M | Buy |
106,335
+3,962
| +4% | +$197K | 0.33% | 64 |
|
|
2021
Q3 | $4.73M | Buy |
102,373
+14,729
| +17% | +$680K | 0.32% | 72 |
|
|
2021
Q2 | $4.14M | Buy |
87,644
+13,055
| +18% | +$616K | 0.28% | 78 |
|
|
2021
Q1 | $3.41M | Buy |
74,589
+3,018
| +4% | +$138K | 0.24% | 86 |
|
|
2020
Q4 | $2.89M | Buy |
71,571
+4,345
| +6% | +$176K | 0.2% | 111 |
|
|
2020
Q3 | $2.19M | Buy |
+67,226
| New | +$2.19M | 0.19% | 110 |
|