GRP
Global Retirement Partners’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 | $25.8M | Buy |
+474,386
| New | +$25.8M | 0.64% | 27 |
|
|
2024
Q4 | $26M | Sell |
475,513
-69,168
| -13% | -$3.78M | 0.75% | 21 |
|
|
2024
Q3 | $29.8M | Sell |
544,681
-6,413
| -1% | -$351K | 0.9% | 15 |
|
|
2024
Q2 | $28.3M | Buy |
551,094
+68,425
| +14% | +$3.51M | 0.89% | 20 |
|
|
2024
Q1 | $25.7M | Buy |
482,669
+42,779
| +10% | +$2.28M | 0.96% | 17 |
|
|
2023
Q4 | $20.9M | Buy |
439,890
+8,290
| +2% | +$394K | 0.87% | 18 |
|
|
2023
Q3 | $18.4M | Buy |
431,600
+9,291
| +2% | +$397K | 0.93% | 16 |
|
|
2023
Q2 | $19.4M | Buy |
422,309
+4,874
| +1% | +$224K | 0.95% | 19 |
|
|
2023
Q1 | $17.9M | Buy |
417,435
+244,370
| +141% | +$10.5M | 0.95% | 19 |
|
|
2022
Q4 | $7.36M | Buy |
173,065
+52,460
| +43% | +$2.23M | 0.51% | 33 |
|
|
2022
Q3 | $5.14M | Buy |
120,605
+25,635
| +27% | +$1.09M | 0.39% | 50 |
|
|
2022
Q2 | $3.77M | Sell |
94,970
-3,298
| -3% | -$131K | 0.3% | 79 |
|
|
2022
Q1 | $4.11M | Buy |
+98,268
| New | +$4.11M | 0.32% | 71 |
|
|
2021
Q4 | – | Sell |
-16,340
| Closed | -$754K | – | 1577 |
|
|
2021
Q3 | $754K | Sell |
16,340
-591
| -3% | -$27.3K | 0.07% | 227 |
|
|
2021
Q2 | $799K | Buy |
16,931
+10,027
| +145% | +$473K | 0.08% | 219 |
|
|
2021
Q1 | $316K | Buy |
6,904
+808
| +13% | +$37K | 0.04% | 336 |
|
|
2020
Q4 | $246K | Sell |
6,096
-1,241
| -17% | -$50.1K | 0.03% | 360 |
|
|
2020
Q3 | $239K | Buy |
7,337
+420
| +6% | +$13.7K | 0.04% | 340 |
|
|
2020
Q2 | $216K | Buy |
6,917
+754
| +12% | +$23.5K | 0.03% | 340 |
|
|
2020
Q1 | $156K | Buy |
6,163
+1,104
| +22% | +$27.9K | 0.03% | 362 |
|
|
2019
Q4 | $183K | Buy |
5,059
+1,491
| +42% | +$53.9K | 0.03% | 381 |
|
|
2019
Q3 | $121K | Buy |
3,568
+2,523
| +241% | +$85.6K | 0.02% | 442 |
|
|
2019
Q2 | $36K | Buy |
1,045
+662
| +173% | +$22.8K | 0.01% | 697 |
|
|
2019
Q1 | $13K | Sell |
383
-13,999
| -97% | -$475K | ﹤0.01% | 986 |
|
|
2018
Q4 | $423K | Buy |
14,382
+77
| +0.5% | +$2.27K | 0.11% | 185 |
|
|
2018
Q3 | $517K | Buy |
14,305
+192
| +1% | +$6.94K | 0.12% | 167 |
|
|
2018
Q2 | $492K | Sell |
14,113
-148
| -1% | -$5.16K | 0.12% | 166 |
|
|
2018
Q1 | $473K | Buy |
14,261
+12,035
| +541% | +$399K | 0.13% | 169 |
|
|
2017
Q4 | $74K | Buy |
2,226
+2,165
| +3,549% | +$72K | 0.02% | 420 |
|
|
2017
Q3 | $6K | Buy |
+61
| New | +$6K | ﹤0.01% | 974 |
|