Gladstone Institutional Advisory’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 | $11M | Buy |
202,056
+7,555
| +4% | +$411K | 0.45% | 48 |
|
|
2025
Q1 | $9.95M | Buy |
194,501
+55,448
| +40% | +$2.84M | 0.46% | 45 |
|
|
2024
Q4 | $7.6M | Buy |
139,053
+43,525
| +46% | +$2.38M | 0.35% | 64 |
|
|
2024
Q3 | $5.22M | Buy |
95,528
+44,789
| +88% | +$2.45M | 0.26% | 95 |
|
|
2024
Q2 | $2.6M | Buy |
50,739
+7,384
| +17% | +$379K | 0.14% | 180 |
|
|
2024
Q1 | $2.31M | Buy |
43,355
+3,303
| +8% | +$176K | 0.13% | 193 |
|
|
2023
Q4 | $1.95M | Buy |
40,052
+827
| +2% | +$40.3K | 0.11% | 203 |
|
|
2023
Q3 | $1.72M | Buy |
39,225
+1,842
| +5% | +$80.7K | 0.11% | 201 |
|
|
2023
Q2 | $1.72M | Sell |
37,383
-8,501
| -19% | -$390K | 0.1% | 211 |
|
|
2023
Q1 | $2.02M | Buy |
45,884
+9,967
| +28% | +$438K | 0.13% | 192 |
|
|
2022
Q4 | $1.53M | Buy |
35,917
+528
| +1% | +$22.4K | 0.11% | 221 |
|
|
2022
Q3 | $1.37M | Buy |
35,389
+159
| +0.5% | +$6.13K | 0.11% | 224 |
|
|
2022
Q2 | $1.4M | Buy |
35,230
+2,730
| +8% | +$108K | 0.11% | 214 |
|
|
2022
Q1 | $1.53M | Buy |
+32,500
| New | +$1.53M | 0.1% | 221 |
|