Horan Securities’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 | $787K | Buy |
+14,466
| New | +$787K | 0.28% | 50 |
|
|
2023
Q3 | – | Sell |
-856
| Closed | -$39.3K | – | 580 |
|
|
2023
Q2 | $39.3K | Buy |
856
+198
| +30% | +$9.08K | 0.02% | 259 |
|
|
2023
Q1 | $28.9K | Buy |
658
+428
| +186% | +$18.8K | 0.01% | 265 |
|
|
2022
Q4 | $9.78K | Hold |
230
| – | – | 0.01% | 373 |
|
|
2022
Q3 | $9K | Sell |
230
-24
| -9% | -$939 | 0.01% | 358 |
|
|
2022
Q2 | $10K | Sell |
254
-30
| -11% | -$1.18K | 0.01% | 327 |
|
|
2022
Q1 | $13K | Sell |
284
-19
| -6% | -$870 | 0.01% | 297 |
|
|
2021
Q4 | $15K | Buy |
+303
| New | +$15K | 0.01% | 277 |
|
|
2021
Q2 | $18K | Buy |
386
+189
| +96% | +$8.81K | 0.01% | 242 |
|
|
2021
Q1 | $9K | Buy |
197
+1
| +0.5% | +$46 | 0.01% | 290 |
|
|
2020
Q4 | $8K | Buy |
196
+1
| +0.5% | +$41 | 0.01% | 280 |
|
|
2020
Q3 | $6K | Buy |
+195
| New | +$6K | 0.01% | 245 |
|