HUB Investment Partners’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 | – | Sell |
-3,716
| Closed | -$203K | – | 599 |
|
|
2024
Q4 | $203K | Buy |
+3,716
| New | +$203K | 0.01% | 496 |
|
|
2023
Q3 | – | Sell |
-4,465
| Closed | -$205K | – | 266 |
|
|
2023
Q2 | $205K | Sell |
4,465
-210
| -4% | -$9.64K | 0.03% | 228 |
|
|
2023
Q1 | $205K | Buy |
+4,675
| New | +$205K | 0.04% | 204 |
|
|
2022
Q2 | – | Sell |
-4,848
| Closed | -$229K | – | 182 |
|
|
2022
Q1 | $229K | Sell |
4,848
-380
| -7% | -$18K | 0.05% | 156 |
|
|
2021
Q4 | $260K | Sell |
5,228
-1,220
| -19% | -$60.7K | 0.06% | 155 |
|
|
2021
Q3 | $298K | Sell |
6,448
-719
| -10% | -$33.2K | 0.07% | 149 |
|
|
2021
Q2 | $338K | Sell |
7,167
-444
| -6% | -$20.9K | 0.09% | 144 |
|
|
2021
Q1 | $348K | Sell |
7,611
-1,621
| -18% | -$74.1K | 0.1% | 147 |
|
|
2020
Q4 | $301K | Buy |
+9,232
| New | +$301K | 0.14% | 119 |
|