Key Financial Inc’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 | $1.55M | Sell |
28,431
-5,736
| -17% | -$312K | 0.31% | 61 |
|
|
2025
Q1 | $1.75M | Buy |
34,167
+6,744
| +25% | +$345K | 0.38% | 53 |
|
|
2024
Q4 | $1.5M | Buy |
27,423
+1,122
| +4% | +$61.4K | 0.34% | 57 |
|
|
2024
Q3 | $1.44M | Buy |
26,301
+733
| +3% | +$40.1K | 0.32% | 59 |
|
|
2024
Q2 | $1.31M | Buy |
25,568
+3,904
| +18% | +$200K | 0.31% | 60 |
|
|
2024
Q1 | $1.16M | Buy |
21,664
+2,686
| +14% | +$143K | 0.29% | 64 |
|
|
2023
Q4 | $925K | Buy |
18,978
+4,388
| +30% | +$214K | 0.25% | 76 |
|
|
2023
Q3 | $639K | Buy |
14,590
+10,150
| +229% | +$444K | 0.22% | 91 |
|
|
2023
Q2 | $204K | Buy |
4,440
+2,415
| +119% | +$111K | 0.07% | 205 |
|
|
2023
Q1 | $89K | Buy |
+2,025
| New | +$89K | 0.03% | 308 |
|