IFG Advisory’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 | $4.61M | Sell |
84,694
-2,926
| -3% | -$159K | 0.23% | 115 |
|
|
2025
Q1 | $4.48M | Buy |
87,620
+3,303
| +4% | +$169K | 0.25% | 106 |
|
|
2024
Q4 | $4.61M | Buy |
84,317
+1,640
| +2% | +$89.7K | 0.26% | 104 |
|
|
2024
Q3 | $4.52M | Sell |
82,677
-487
| -0.6% | -$26.6K | 0.29% | 100 |
|
|
2024
Q2 | $4.27M | Sell |
83,164
-4,185
| -5% | -$215K | 0.27% | 98 |
|
|
2024
Q1 | $4.66M | Sell |
87,349
-16,594
| -16% | -$885K | 0.35% | 87 |
|
|
2023
Q4 | $5.06M | Buy |
103,943
+1,625
| +2% | +$79.2K | 0.37% | 68 |
|
|
2023
Q3 | $4.48M | Buy |
102,318
+9,426
| +10% | +$413K | 0.38% | 61 |
|
|
2023
Q2 | $4.26M | Buy |
92,892
+6,776
| +8% | +$311K | 0.38% | 72 |
|
|
2023
Q1 | $3.78M | Buy |
86,116
+25,323
| +42% | +$1.11M | 0.35% | 70 |
|
|
2022
Q4 | $2.58M | Sell |
60,793
-1,460
| -2% | -$62K | 0.26% | 95 |
|
|
2022
Q3 | $2.4M | Buy |
62,253
+7,690
| +14% | +$296K | 0.22% | 105 |
|
|
2022
Q2 | $2.17M | Buy |
54,563
+261
| +0.5% | +$10.4K | 0.23% | 95 |
|
|
2022
Q1 | $2.56M | Buy |
54,302
+7,362
| +16% | +$347K | 0.26% | 96 |
|
|
2021
Q4 | $2.33M | Buy |
46,940
+8,012
| +21% | +$398K | 0.23% | 104 |
|
|
2021
Q3 | $1.8M | Buy |
38,928
+8,045
| +26% | +$371K | 0.19% | 137 |
|
|
2021
Q2 | $1.46M | Buy |
30,883
+16,560
| +116% | +$782K | 0.16% | 159 |
|
|
2021
Q1 | $655K | Buy |
14,323
+5,280
| +58% | +$241K | 0.08% | 255 |
|
|
2020
Q4 | $365K | Buy |
+9,043
| New | +$365K | 0.05% | 319 |
|