Investmark Advisory Group’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 | $355K | Hold |
6,534
| – | – | 0.17% | 91 |
|
|
2025
Q1 | $334K | Hold |
6,534
| – | – | 0.17% | 87 |
|
|
2024
Q4 | $357K | Sell |
6,534
-2,500
| -28% | -$137K | 0.18% | 83 |
|
|
2024
Q3 | $494K | Hold |
9,034
| – | – | 0.24% | 71 |
|
|
2024
Q2 | $463K | Hold |
9,034
| – | – | 0.25% | 71 |
|
|
2024
Q1 | $482K | Sell |
9,034
-1,784
| -16% | -$95.2K | 0.26% | 72 |
|
|
2023
Q4 | $527K | Hold |
10,818
| – | – | 0.31% | 66 |
|
|
2023
Q3 | $474K | Hold |
10,818
| – | – | 0.32% | 61 |
|
|
2023
Q2 | $496K | Sell |
10,818
-750
| -6% | -$34.4K | 0.33% | 55 |
|
|
2023
Q1 | $508K | Hold |
11,568
| – | – | 0.37% | 51 |
|
|
2022
Q4 | $492K | Buy |
+11,568
| New | +$492K | 0.36% | 59 |
|