Independent Advisor Alliance’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 | $1.07M | Buy |
19,627
+2,440
| +14% | +$133K | 0.03% | 405 |
|
|
2025
Q1 | $880K | Sell |
17,187
-449,608
| -96% | -$23M | 0.03% | 396 |
|
|
2024
Q4 | $25.5M | Buy |
+466,795
| New | +$25.5M | 0.34% | 61 |
|
|
2024
Q1 | – | Sell |
-11,125
| Closed | -$515K | – | 734 |
|
|
2023
Q4 | $515K | Buy |
11,125
+5,563
| +100% | +$257K | 0.02% | 437 |
|
|
2023
Q3 | $244K | Buy |
5,562
+1
| +0% | +$44 | 0.01% | 566 |
|
|
2023
Q2 | $255K | Buy |
5,561
+2
| +0% | +$92 | 0.01% | 564 |
|
|
2023
Q1 | $244K | Buy |
5,559
+1
| +0% | +$44 | 0.01% | 565 |
|
|
2022
Q4 | $236K | Buy |
5,558
+1
| +0% | +$43 | 0.08% | 134 |
|
|
2022
Q3 | $214K | Buy |
5,557
+1
| +0% | +$39 | 0.01% | 565 |
|
|
2022
Q2 | $221K | Buy |
5,556
+1
| +0% | +$40 | 0.01% | 551 |
|
|
2022
Q1 | $262K | Buy |
5,555
+1,199
| +28% | +$56.6K | 0.01% | 533 |
|
|
2021
Q4 | $217K | Sell |
4,356
-65
| -1% | -$3.24K | 0.01% | 608 |
|
|
2021
Q3 | $204K | Buy |
4,421
+117
| +3% | +$5.4K | 0.01% | 583 |
|
|
2021
Q2 | $203K | Sell |
4,304
-410
| -9% | -$19.3K | 0.01% | 586 |
|
|
2021
Q1 | $216K | Buy |
+4,714
| New | +$216K | 0.01% | 540 |
|