IA
IFP Advisors’s SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.47M | Buy |
63,887
+3,261
| +5% | +$177K | 0.1% | 219 |
|
|
2025
Q1 | $3.1M | Buy |
60,626
+8,231
| +16% | +$421K | 0.1% | 238 |
|
|
2024
Q4 | $2.87M | Buy |
52,395
+1,340
| +3% | +$73.3K | 0.09% | 240 |
|
|
2024
Q3 | $2.79M | Buy |
51,055
+22,091
| +76% | +$1.21M | 0.1% | 227 |
|
|
2024
Q2 | $1.49M | Buy |
28,964
+3,852
| +15% | +$198K | 0.06% | 335 |
|
|
2024
Q1 | $1.34M | Sell |
25,112
-1,761
| -7% | -$93.9K | 0.06% | 342 |
|
|
2023
Q4 | $1.31M | Sell |
26,873
-6,799
| -20% | -$331K | 0.06% | 332 |
|
|
2023
Q3 | $1.47M | Buy |
33,672
+2,468
| +8% | +$108K | 0.07% | 300 |
|
|
2023
Q2 | $1.43M | Sell |
31,204
-6,182
| -17% | -$284K | 0.06% | 331 |
|
|
2023
Q1 | $3.12M | Sell |
37,386
-255,732
| -87% | -$21.4M | 0.14% | 151 |
|
|
2022
Q4 | $24.5M | Sell |
293,118
-6,723
| -2% | -$563K | 0.66% | 17 |
|
|
2022
Q3 | $25.1M | Buy |
299,841
+69,042
| +30% | +$5.78M | 0.65% | 12 |
|
|
2022
Q2 | $19.3M | Hold |
230,799
| – | – | 0.62% | 20 |
|
|
2022
Q1 | $19.3M | Buy |
230,799
+165,438
| +253% | +$13.8M | 0.62% | 20 |
|
|
2021
Q4 | $3.26M | Buy |
65,361
+10,918
| +20% | +$545K | 0.06% | 174 |
|
|
2021
Q3 | $2.53M | Buy |
54,443
+2,299
| +4% | +$107K | 0.05% | 204 |
|
|
2021
Q2 | $2.46M | Buy |
52,144
+20,526
| +65% | +$967K | 0.05% | 211 |
|
|
2021
Q1 | $1.45M | Buy |
31,618
+11,589
| +58% | +$530K | 0.03% | 302 |
|
|
2020
Q4 | $813K | Sell |
20,029
-643
| -3% | -$26.1K | 0.03% | 388 |
|
|
2020
Q3 | $676K | Sell |
20,672
-16,523
| -44% | -$540K | 0.04% | 362 |
|
|
2020
Q2 | $1.15M | Sell |
37,195
-13,253
| -26% | -$409K | 0.09% | 224 |
|
|
2020
Q1 | $1.3M | Sell |
50,448
-60,598
| -55% | -$1.57M | 0.13% | 168 |
|
|
2019
Q4 | $4.02M | Sell |
111,046
-113,341
| -51% | -$4.1M | 0.3% | 75 |
|
|
2019
Q3 | $7.57M | Buy |
+224,387
| New | +$7.57M | 0.51% | 38 |
|
|
2019
Q1 | $70K | Sell |
2,101
-109,726
| -98% | -$3.66M | 0.01% | 831 |
|
|
2018
Q4 | $3.26M | Sell |
111,827
-28,772
| -20% | -$840K | 0.2% | 118 |
|
|
2018
Q3 | $5.08M | Buy |
140,599
+50,325
| +56% | +$1.82M | 0.21% | 109 |
|
|
2018
Q2 | $3.15M | Buy |
90,274
+60,372
| +202% | +$2.11M | 0.13% | 177 |
|
|
2018
Q1 | $998K | Hold |
29,902
| – | – | 0.05% | 394 |
|
|
2017
Q4 | $998K | Buy |
+29,902
| New | +$998K | 0.05% | 393 |
|
|
2017
Q1 | – | Sell |
-9
| Closed | -$1K | – | 4083 |
|
|
2016
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 3804 |
|
|
2016
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 3751 |
|
|
2016
Q2 | $1K | Sell |
9
-2,092
| -100% | -$232K | ﹤0.01% | 3662 |
|
|
2016
Q1 | $70K | Buy |
+2,101
| New | +$70K | 0.01% | 831 |
|