Hudson Valley Investment Advisors’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 | $1.27M | Buy |
23,400
+7,103
| +44% | +$386K | 0.14% | 96 |
|
|
2025
Q1 | $834K | Buy |
16,297
+2,103
| +15% | +$108K | 0.1% | 102 |
|
|
2024
Q4 | $776K | Buy |
14,194
+2,349
| +20% | +$128K | 0.09% | 103 |
|
|
2024
Q3 | $648K | Buy |
11,845
+597
| +5% | +$32.6K | 0.07% | 111 |
|
|
2024
Q2 | $541K | Buy |
11,248
+1,161
| +12% | +$55.9K | 0.07% | 125 |
|
|
2024
Q1 | $538K | Sell |
10,087
-1,161
| -10% | -$61.9K | 0.06% | 122 |
|
|
2023
Q4 | $541K | Sell |
11,248
-1,232
| -10% | -$59.3K | 0.07% | 125 |
|
|
2023
Q3 | $546K | Sell |
12,480
-63
| -0.5% | -$2.76K | 0.08% | 129 |
|
|
2023
Q2 | $576K | Buy |
12,543
+1,479
| +13% | +$67.9K | 0.08% | 131 |
|
|
2023
Q1 | $486K | Buy |
11,064
+844
| +8% | +$37.1K | 0.07% | 144 |
|
|
2022
Q4 | $434K | Buy |
10,220
+781
| +8% | +$33.2K | 0.07% | 155 |
|
|
2022
Q3 | $364K | Sell |
9,439
-630
| -6% | -$24.3K | 0.06% | 169 |
|
|
2022
Q2 | $400K | Buy |
10,069
+1,557
| +18% | +$61.9K | 0.06% | 156 |
|
|
2022
Q1 | $401K | Buy |
8,512
+541
| +7% | +$25.5K | 0.05% | 162 |
|
|
2021
Q4 | $396K | Buy |
7,971
+19
| +0.2% | +$944 | 0.06% | 142 |
|
|
2021
Q3 | $367K | Buy |
7,952
+2,813
| +55% | +$130K | 0.06% | 143 |
|
|
2021
Q2 | $243K | Buy |
5,139
+217
| +4% | +$10.3K | 0.04% | 155 |
|
|
2021
Q1 | $225K | Buy |
+4,922
| New | +$225K | 0.04% | 156 |
|