FIA
Foundations Investment Advisors’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
Q2 | $274K | Buy |
5,043
+574
| +13% | +$31.2K | ﹤0.01% | 772 |
|
|
2025
Q1 | $229K | Sell |
4,469
-142,497
| -97% | -$7.29M | ﹤0.01% | 790 |
|
|
2024
Q4 | $8.04M | Buy |
146,966
+8,284
| +6% | +$453K | 0.16% | 134 |
|
|
2024
Q3 | $7.58M | Buy |
138,682
+10,100
| +8% | +$552K | 0.16% | 125 |
|
|
2024
Q2 | $6.6M | Buy |
128,582
+11,952
| +10% | +$613K | 0.16% | 114 |
|
|
2024
Q1 | $6.22M | Buy |
116,630
+5,151
| +5% | +$275K | 0.16% | 114 |
|
|
2023
Q4 | $5.41M | Sell |
111,479
-229,092
| -67% | -$11.1M | 0.15% | 114 |
|
|
2023
Q3 | $14.9M | Buy |
340,571
+41,213
| +14% | +$1.8M | 0.46% | 47 |
|
|
2023
Q2 | $13.7M | Buy |
299,358
+43,255
| +17% | +$1.98M | 0.45% | 40 |
|
|
2023
Q1 | $11.3M | Buy |
+256,103
| New | +$11.3M | 0.4% | 41 |
|