JNBA Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $50.4M | Sell |
851,280
-33,893
| -4% | -$2.06M | 4.2% | 6 |
|
|
2025
Q4 | $51.3M | Buy |
885,173
+24,186
| +3% | +$1.39M | 4.48% | 4 |
|
|
2025
Q3 | $49.2M | Buy |
860,987
+33,755
| +4% | +$1.9M | 4.47% | 4 |
|
|
2025
Q2 | $45M | Sell |
827,232
-6,011
| -0.7% | -$310K | 4.33% | 5 |
|
|
2025
Q1 | $42.6M | Buy |
833,243
+70,377
| +9% | +$3.84M | 4.42% | 6 |
|
|
2024
Q4 | $41.7M | Buy |
762,866
+53,610
| +8% | +$3.02M | 4.26% | 5 |
|
|
2024
Q3 | $38.8M | Sell |
709,256
-167,393
| -19% | -$8.85M | 3.91% | 6 |
|
|
2024
Q2 | $45M | Buy |
876,649
+389,506
| +80% | +$20.1M | 4.74% | 4 |
|
|
2024
Q1 | $26M | Buy |
487,143
+399,011
| +453% | +$19.8M | 2.73% | 9 |
|
|
2023
Q4 | $4.29M | Sell |
88,132
-822
| -0.9% | -$36.6K | 0.49% | 44 |
|
|
2023
Q3 | $3.9M | Sell |
88,954
-5,158
| -5% | -$237K | 0.49% | 45 |
|
|
2023
Q2 | $4.32M | Buy |
94,112
+6,067
| +7% | +$265K | 0.52% | 44 |
|
|
2023
Q1 | $3.87M | Sell |
88,045
-99
| -0.1% | -$4.43K | 0.5% | 48 |
|
|
2022
Q4 | $3.75M | Sell |
88,144
-3,636
| -4% | -$154K | 0.52% | 45 |
|
|
2022
Q3 | $3.54M | Buy |
91,780
+437
| +0.5% | +$18.5K | 0.55% | 46 |
|
|
2022
Q2 | $3.63M | Sell |
91,343
-440
| -0.5% | -$19.1K | 0.55% | 44 |
|
|
2022
Q1 | $4.33M | Sell |
91,783
-8,964
| -9% | -$419K | 0.57% | 42 |
|
|
2021
Q4 | $5.01M | Sell |
100,747
-412
| -0.4% | -$20.1K | 0.61% | 40 |
|
|
2021
Q3 | $4.67M | Buy |
101,159
+1,206
| +1% | +$56.9K | 0.63% | 40 |
|
|
2021
Q2 | $4.72M | Buy |
99,953
+756
| +0.8% | +$35.9K | 0.64% | 41 |
|
|
2021
Q1 | $4.54M | Sell |
99,197
-487
| -0.5% | -$21.4K | 0.66% | 40 |
|
|
2020
Q4 | $4.03M | Buy |
99,684
+2,825
| +3% | +$105K | 0.66% | 37 |
|
|
2020
Q3 | $3.16M | Sell |
96,859
-1,182
| -1% | -$38.8K | 0.64% | 38 |
|
|
2020
Q2 | $3.06M | Sell |
98,041
-6,081
| -6% | -$178K | 0.66% | 39 |
|
|
2020
Q1 | $2.64M | Sell |
104,122
-23,373
| -18% | -$764K | 0.63% | 36 |
|
|
2019
Q4 | $4.62M | Sell |
127,495
-5,269
| -4% | -$184K | 0.88% | 32 |
|
|
2019
Q3 | $4.5M | Buy |
132,764
+15,610
| +13% | +$526K | 0.92% | 27 |
|
|
2019
Q2 | $3.99M | Buy |
117,154
+13,755
| +13% | +$463K | 0.81% | 28 |
|
|
2019
Q1 | $3.45M | Sell |
103,399
-9,807
| -9% | -$321K | 0.74% | 29 |
|
|
2018
Q4 | $3.33M | Buy |
+113,206
| New | +$3.69M | 0.76% | 27 |
|
|
2018
Q3 | – | Sell |
-67,968
| Closed | -$2.37M | – | 682 |
|
|
2018
Q2 | $2.37M | Buy |
67,968
+11,838
| +21% | +$407K | 0.5% | 32 |
|
|
2018
Q1 | $1.86M | Buy |
56,130
+29,050
| +107% | +$979K | 0.4% | 34 |
|
|
2017
Q4 | $903K | Buy |
+27,080
| New | +$888K | 0.19% | 59 |
|
Other funds holding SPMD
VA
AG
FWI
