Great Valley Advisor Group’s SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.7M | Sell |
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|
2025
Q1 | $32.7M | Sell |
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|
2024
Q4 | $71.8M | Buy |
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|
2024
Q3 | $68.2M | Buy |
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|
2024
Q2 | $54.6M | Buy |
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|
2024
Q1 | $48.3M | Buy |
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|
2023
Q4 | $38M | Buy |
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|
2023
Q3 | $20.6M | Buy |
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|
2023
Q2 | $20.6M | Buy |
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|
2023
Q1 | $15.9M | Buy |
|
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|
2022
Q4 | $14.8M | Buy |
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|
2022
Q3 | $13.4M | Buy |
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|
2022
Q2 | $13.4M | Buy |
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|
2022
Q1 | $15M | Buy |
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|
2021
Q4 | $14.2M | Buy |
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|
2021
Q3 | $12.1M | Buy |
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|
2021
Q2 | $11.2M | Buy |
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|
2021
Q1 | $10.4M | Buy |
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|
2020
Q4 | $2.03M | Buy |
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|
2020
Q3 | $1.24M | Buy |
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|
2020
Q2 | $932K | Buy |
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|
2020
Q1 | $583K | Buy |
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|
2019
Q4 | $627K | Buy |
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|
2019
Q3 | $402K | Buy |
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|
2019
Q2 | $394K | Hold |
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|
2019
Q1 | $385K | Buy |
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