HM Payson & Co’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
Q1 | $5.59M | Hold |
109,207
| – | – | 0.1% | 101 |
|
2024
Q4 | $5.97M | Sell |
109,207
-34,578
| -24% | -$1.89M | 0.1% | 94 |
|
2024
Q3 | $7.86M | Hold |
143,785
| – | – | 0.13% | 88 |
|
2024
Q2 | $7.38M | Sell |
143,785
-133,183
| -48% | -$6.83M | 0.13% | 83 |
|
2024
Q1 | $14.8M | Buy |
276,968
+133,183
| +93% | +$7.1M | 0.27% | 71 |
|
2023
Q4 | $7.01M | Hold |
143,785
| – | – | 0.15% | 85 |
|
2023
Q3 | $6.3M | Sell |
143,785
-22,128
| -13% | -$969K | 0.15% | 83 |
|
2023
Q2 | $7.61M | Hold |
165,913
| – | – | 0.17% | 78 |
|
2023
Q1 | $7.29M | Buy |
+165,913
| New | +$7.29M | 0.17% | 77 |
|
2020
Q1 | – | Sell |
-6
| Closed | – | – | 974 |
|
2019
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 968 |
|
2019
Q3 | $0 | Buy |
+6
| New | – | ﹤0.01% | 978 |
|