HBK Sorce Advisory’s State Street 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
Q3 | $667K | Buy |
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|
2025
Q2 | $635K | Buy |
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|
2025
Q1 | $596K | Buy |
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|
2024
Q4 | $537K | Buy |
|
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|
2024
Q3 | $292K | Hold |
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|
2024
Q2 | $274K | Hold |
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|
2024
Q1 | $285K | Hold |
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|
2023
Q4 | $260K | Hold |
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|
2023
Q3 | $234K | Buy |
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|
2023
Q2 | $240K | Buy |
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|
2023
Q1 | $222K | Sell |
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|
2022
Q4 | $429K | Buy |
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|
2022
Q3 | $229K | Sell |
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|
2022
Q2 | $251K | Buy |
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|
2022
Q1 | $237K | Sell |
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|
2021
Q4 | $434K | Buy |
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|
2021
Q3 | $396K | Buy |
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|
2021
Q2 | $245K | Buy |
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|
2021
Q1 | $238K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $381K | Sell |
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|
2019
Q4 | $642K | Hold |
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|
2019
Q3 | $601K | Hold |
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|
2019
Q2 | $604K | Hold |
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|
2019
Q1 | $591K | Hold |
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|
2018
Q4 | $521K | Buy |
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