Independent Advisor Alliance’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.27M | Buy |
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|
2025
Q2 | $1.07M | Buy |
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|
2025
Q1 | $880K | Sell |
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|
2024
Q4 | $25.5M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $515K | Buy |
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|
2023
Q3 | $244K | Buy |
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|
2023
Q2 | $255K | Buy |
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|
2023
Q1 | $244K | Buy |
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|
2022
Q4 | $236K | Buy |
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|
2022
Q3 | $214K | Buy |
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|
2022
Q2 | $221K | Buy |
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|
2022
Q1 | $262K | Buy |
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|
2021
Q4 | $217K | Sell |
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|
2021
Q3 | $204K | Buy |
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|
2021
Q2 | $203K | Sell |
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|
2021
Q1 | $216K | Buy |
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