Kelly Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,652
| Closed | -$364K | – | 124 |
|
|
2024
Q3 | $364K | Buy |
6,652
+30
| +0.5% | +$1.64K | 0.13% | 79 |
|
|
2024
Q2 | $340K | Sell |
6,622
-85
| -1% | -$4.36K | 0.12% | 78 |
|
|
2024
Q1 | $358K | Sell |
6,707
-1,290
| -16% | -$68.8K | 0.14% | 76 |
|
|
2023
Q4 | $390K | Sell |
7,997
-449
| -5% | -$21.9K | 0.16% | 71 |
|
|
2023
Q3 | $370K | Buy |
8,446
+268
| +3% | +$11.7K | 0.17% | 66 |
|
|
2023
Q2 | $375K | Buy |
8,178
+271
| +3% | +$12.4K | 0.18% | 65 |
|
|
2023
Q1 | $347K | Buy |
7,907
+1,647
| +26% | +$72.4K | 0.18% | 63 |
|
|
2022
Q4 | $266K | Buy |
6,260
+1,984
| +46% | +$84.3K | 0.14% | 75 |
|
|
2022
Q3 | $165K | Buy |
4,276
+455
| +12% | +$17.5K | 0.1% | 81 |
|
|
2022
Q2 | $152K | Buy |
3,821
+1,037
| +37% | +$41.2K | 0.08% | 90 |
|
|
2022
Q1 | $131K | Buy |
2,784
+73
| +3% | +$3.44K | 0.06% | 109 |
|
|
2021
Q4 | $135K | Buy |
2,711
+1,470
| +118% | +$73.1K | 0.06% | 105 |
|
|
2021
Q3 | $57.3K | Sell |
1,241
-15,402
| -93% | -$711K | 0.03% | 142 |
|
|
2021
Q2 | $353K | Buy |
+16,643
| New | +$353K | 0.01% | 228 |
|