Glass Jacobson Investment 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 | – | Sell |
-584
| Closed | -$31.9K | – | 816 |
|
|
2025
Q1 | $31.9K | Hold |
584
| – | – | 0.01% | 439 |
|
|
2024
Q4 | $31.9K | Buy |
584
+1
| +0.2% | +$55 | 0.01% | 439 |
|
|
2024
Q3 | $31.9K | Buy |
583
+1
| +0.2% | +$55 | 0.01% | 433 |
|
|
2024
Q2 | $29.9K | Buy |
582
+1
| +0.2% | +$51 | 0.01% | 422 |
|
|
2024
Q1 | $31K | Hold |
581
| – | – | 0.01% | 424 |
|
|
2023
Q4 | $28.3K | Buy |
581
+196
| +51% | +$9.55K | 0.01% | 403 |
|
|
2023
Q3 | $16.9K | Hold |
385
| – | – | 0.01% | 443 |
|
|
2023
Q2 | $17.7K | Buy |
+385
| New | +$17.7K | 0.01% | 441 |
|
|
2022
Q4 | $16.4K | Buy |
+385
| New | +$16.4K | 0.01% | 452 |
|