JNBA Financial Advisors’s SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

JNBA Financial Advisors’s Portfolio SPMD Stock Details SPMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$45M	Sell	827,232 -6,011	-0.7%	-$327K	4.33%	5
2025 Q1	$42.6M	Buy	833,243 +70,377	+9%	+$3.6M	4.42%	6
2024 Q4	$41.7M	Buy	762,866 +53,610	+8%	+$2.93M	4.26%	5
2024 Q3	$38.8M	Sell	709,256 -167,393	-19%	-$9.15M	3.91%	6
2024 Q2	$45M	Buy	876,649 +389,506	+80%	+$20M	4.74%	4
2024 Q1	$26M	Buy	487,143 +399,011	+453%	+$21.3M	2.73%	9
2023 Q4	$4.29M	Sell	88,132 -822	-0.9%	-$40K	0.49%	44
2023 Q3	$3.9M	Sell	88,954 -5,158	-5%	-$226K	0.49%	45
2023 Q2	$4.32M	Buy	94,112 +6,067	+7%	+$278K	0.52%	44
2023 Q1	$3.87M	Sell	88,045 -99	-0.1%	-$4.35K	0.5%	48
2022 Q4	$3.75M	Sell	88,144 -3,636	-4%	-$155K	0.52%	45
2022 Q3	$3.54M	Buy	91,780 +437	+0.5%	+$16.9K	0.55%	46
2022 Q2	$3.63M	Sell	91,343 -440	-0.5%	-$17.5K	0.55%	44
2022 Q1	$4.33M	Sell	91,783 -8,964	-9%	-$423K	0.57%	42
2021 Q4	$5.01M	Sell	100,747 -412	-0.4%	-$20.5K	0.61%	40
2021 Q3	$4.67M	Buy	101,159 +1,206	+1%	+$55.7K	0.63%	40
2021 Q2	$4.72M	Buy	99,953 +756	+0.8%	+$35.7K	0.64%	41
2021 Q1	$4.54M	Sell	99,197 -487	-0.5%	-$22.3K	0.66%	40
2020 Q4	$4.03M	Buy	99,684 +2,825	+3%	+$114K	0.66%	37
2020 Q3	$3.16M	Sell	96,859 -1,182	-1%	-$38.6K	0.64%	38
2020 Q2	$3.06M	Sell	98,041 -6,081	-6%	-$190K	0.66%	39
2020 Q1	$2.64M	Sell	104,122 -23,373	-18%	-$592K	0.63%	36
2019 Q4	$4.62M	Sell	127,495 -5,269	-4%	-$191K	0.88%	32
2019 Q3	$4.5M	Buy	132,764 +15,610	+13%	+$529K	0.92%	27
2019 Q2	$3.99M	Buy	117,154 +13,755	+13%	+$469K	0.81%	28
2019 Q1	$3.45M	Sell	103,399 -9,807	-9%	-$327K	0.74%	29
2018 Q4	$3.33M	Buy	+113,206	New	+$3.33M	0.76%	27
2018 Q3	–	Sell	-67,968	Closed	-$2.37M	–	683
2018 Q2	$2.37M	Buy	67,968 +11,838	+21%	+$413K	0.5%	32
2018 Q1	$1.86M	Buy	56,130 +29,050	+107%	+$963K	0.4%	34
2017 Q4	$903K	Buy	+27,080	New	+$903K	0.19%	59