FGAM
Financial Gravity Asset Management’s SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $13.5M | Buy |
+263,872
| New | +$13.5M | 2.95% | 9 |
|
|
2024
Q2 | $12.9M | Sell |
253,315
-237,439
| -48% | -$12.1M | 3.23% | 9 |
|
|
2024
Q1 | $25.1M | Sell |
490,754
-2,659,649
| -84% | -$136M | 3.36% | 9 |
|
|
2023
Q4 | $109M | Buy |
3,150,403
+243,740
| +8% | +$8.44M | 1.16% | 24 |
|
|
2023
Q3 | $97.2M | Buy |
2,906,663
+2,786,372
| +2,316% | +$93.2M | 1.07% | 29 |
|
|
2023
Q2 | $5.52K | Buy |
120,291
+10,891
| +10% | +$500 | 0.02% | 459 |
|
|
2023
Q1 | $4.8K | Buy |
109,400
+65,742
| +151% | +$2.88K | 0.15% | 158 |
|
|
2022
Q4 | $1.86K | Sell |
43,658
-273
| -0.6% | -$12 | 0.01% | 554 |
|
|
2022
Q3 | $1.69K | Sell |
43,931
-45,059
| -51% | -$1.74K | 0.06% | 315 |
|
|
2022
Q2 | $3.52K | Buy |
88,990
+43,839
| +97% | +$1.74K | 0.11% | 195 |
|
|
2022
Q1 | $2.13K | Sell |
45,151
-6,977
| -13% | -$329 | 0.06% | 290 |
|
|
2021
Q4 | $2.37K | Buy |
52,128
+356
| +0.7% | +$16 | 0.05% | 317 |
|
|
2021
Q3 | $2.39M | Sell |
51,772
-28,964
| -36% | -$1.34M | 1.13% | 20 |
|
|
2021
Q2 | $3.81M | Buy |
80,736
+1,322
| +2% | +$62.4K | 1.37% | 16 |
|
|
2021
Q1 | $3.63K | Buy |
79,414
+15,984
| +25% | +$731 | 0.07% | 174 |
|
|
2020
Q4 | $2.56M | Buy |
+63,430
| New | +$2.56M | 2.34% | 15 |
|
|
2020
Q2 | – | Sell |
-21,750
| Closed | -$551 | – | 783 |
|
|
2020
Q1 | $551 | Buy |
21,750
+21,670
| +27,088% | +$549 | ﹤0.01% | 546 |
|
|
2019
Q4 | $3K | Buy |
+80
| New | +$3K | ﹤0.01% | 1318 |
|