Financial Engines 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 | $4.66M | Buy |
85,611
+61,117
| +250% | +$3.32M | 0.01% | 148 |
|
|
2025
Q1 | $1.25M | Buy |
24,494
+1,937
| +9% | +$99.2K | ﹤0.01% | 235 |
|
|
2024
Q4 | $1.23M | Buy |
22,557
+1,241
| +6% | +$67.9K | ﹤0.01% | 241 |
|
|
2024
Q3 | $1.17M | Sell |
21,316
-1,006
| -5% | -$55K | ﹤0.01% | 222 |
|
|
2024
Q2 | $1.15M | Buy |
22,322
+3,341
| +18% | +$171K | ﹤0.01% | 204 |
|
|
2024
Q1 | $1.01M | Sell |
18,981
-312
| -2% | -$16.6K | ﹤0.01% | 198 |
|
|
2023
Q4 | $940K | Sell |
19,293
-20,780
| -52% | -$1.01M | ﹤0.01% | 187 |
|
|
2023
Q3 | $1.75M | Buy |
40,073
+14,039
| +54% | +$615K | ﹤0.01% | 134 |
|
|
2023
Q2 | $1.19M | Sell |
26,034
-6,415
| -20% | -$294K | ﹤0.01% | 164 |
|
|
2023
Q1 | $1.43M | Buy |
32,449
+6,282
| +24% | +$276K | ﹤0.01% | 158 |
|
|
2022
Q4 | $1.11M | Sell |
26,167
-208
| -0.8% | -$8.84K | ﹤0.01% | 161 |
|
|
2022
Q3 | $1.02M | Buy |
26,375
+739
| +3% | +$28.5K | ﹤0.01% | 156 |
|
|
2022
Q2 | $1.02M | Sell |
25,636
-202
| -0.8% | -$8.01K | ﹤0.01% | 157 |
|
|
2022
Q1 | $1.22M | Buy |
25,838
+243
| +0.9% | +$11.5K | ﹤0.01% | 146 |
|
|
2021
Q4 | $1.27M | Sell |
25,595
-22
| -0.1% | -$1.09K | ﹤0.01% | 110 |
|
|
2021
Q3 | $1.18M | Buy |
25,617
+262
| +1% | +$12.1K | ﹤0.01% | 104 |
|
|
2021
Q2 | $1.2M | Sell |
25,355
-1,118
| -4% | -$52.8K | ﹤0.01% | 89 |
|
|
2021
Q1 | $1.21M | Sell |
26,473
-722
| -3% | -$33K | ﹤0.01% | 106 |
|
|
2020
Q4 | $1.1M | Buy |
27,195
+1,213
| +5% | +$49K | ﹤0.01% | 108 |
|
|
2020
Q3 | $848K | Sell |
25,982
-8,185
| -24% | -$267K | ﹤0.01% | 119 |
|
|
2020
Q2 | $1.07M | Sell |
34,167
-30,235
| -47% | -$945K | ﹤0.01% | 101 |
|
|
2020
Q1 | $1.63M | Buy |
+64,402
| New | +$1.63M | 0.01% | 86 |
|