IEQ Capital’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 | $570K | Sell |
10,481
-767
| -7% | -$41.7K | ﹤0.01% | 1101 |
|
|
2025
Q1 | $576K | Buy |
11,248
+1,041
| +10% | +$53.3K | ﹤0.01% | 918 |
|
|
2024
Q4 | $558K | Hold |
10,207
| – | – | 0.01% | 808 |
|
|
2024
Q3 | $558K | Hold |
10,207
| – | – | 0.01% | 723 |
|
|
2024
Q2 | $524K | Hold |
10,207
| – | – | 0.01% | 635 |
|
|
2024
Q1 | $544K | Sell |
10,207
-356
| -3% | -$19K | 0.01% | 596 |
|
|
2023
Q4 | $515K | Buy |
10,563
+237
| +2% | +$11.5K | 0.01% | 569 |
|
|
2023
Q3 | $452K | Sell |
10,326
-5,730
| -36% | -$251K | 0.01% | 597 |
|
|
2023
Q2 | $737K | Sell |
16,056
-6,167
| -28% | -$283K | 0.01% | 457 |
|
|
2023
Q1 | $976K | Sell |
22,223
-8,842
| -28% | -$389K | 0.02% | 393 |
|
|
2022
Q4 | $1.32M | Buy |
31,065
+47
| +0.2% | +$2K | 0.04% | 314 |
|
|
2022
Q3 | $1.2M | Buy |
31,018
+57
| +0.2% | +$2.2K | 0.03% | 322 |
|
|
2022
Q2 | $1.23M | Buy |
30,961
+56
| +0.2% | +$2.22K | 0.04% | 273 |
|
|
2022
Q1 | $1.46M | Buy |
30,905
+12,944
| +72% | +$610K | 0.03% | 263 |
|
|
2021
Q4 | $893K | Buy |
+17,961
| New | +$893K | 0.02% | 330 |
|