Larson Financial 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 | $2.13M | Buy |
39,175
+3,281
| +9% | +$178K | 0.09% | 204 |
|
|
2025
Q1 | $1.84M | Sell |
35,894
-368
| -1% | -$18.8K | 0.09% | 196 |
|
|
2024
Q4 | $1.98M | Sell |
36,262
-5,006
| -12% | -$274K | 0.1% | 172 |
|
|
2024
Q3 | $2.26M | Buy |
41,268
+2,795
| +7% | +$153K | 0.13% | 145 |
|
|
2024
Q2 | $1.97M | Sell |
38,473
-1,137
| -3% | -$58.3K | 0.13% | 130 |
|
|
2024
Q1 | $2.11M | Sell |
39,610
-1,250
| -3% | -$66.7K | 0.16% | 114 |
|
|
2023
Q4 | $1.99M | Sell |
40,860
-1,212
| -3% | -$59K | 0.17% | 103 |
|
|
2023
Q3 | $1.84M | Sell |
42,072
-229
| -0.5% | -$10K | 0.18% | 105 |
|
|
2023
Q2 | $1.94M | Sell |
42,301
-306
| -0.7% | -$14K | 0.19% | 95 |
|
|
2023
Q1 | $1.87M | Sell |
42,607
-1,446
| -3% | -$63.5K | 0.2% | 94 |
|
|
2022
Q4 | $1.87M | Sell |
44,053
-1,907
| -4% | -$81K | 0.22% | 91 |
|
|
2022
Q3 | $1.77M | Buy |
45,960
+4,418
| +11% | +$170K | 0.25% | 65 |
|
|
2022
Q2 | $1.65M | Sell |
41,542
-14,540
| -26% | -$577K | 0.29% | 49 |
|
|
2022
Q1 | $2.65M | Buy |
56,082
+27,598
| +97% | +$1.3M | 0.42% | 44 |
|
|
2021
Q4 | $1.42M | Buy |
28,484
+2,247
| +9% | +$112K | 0.22% | 58 |
|
|
2021
Q3 | $1.21M | Buy |
26,237
+2,674
| +11% | +$123K | 0.24% | 52 |
|
|
2021
Q2 | $1.11M | Buy |
23,563
+1,072
| +5% | +$50.6K | 0.26% | 46 |
|
|
2021
Q1 | $1.03M | Buy |
22,491
+3,751
| +20% | +$172K | 0.3% | 40 |
|
|
2020
Q4 | $757K | Buy |
18,740
+1,272
| +7% | +$51.4K | 0.26% | 45 |
|
|
2020
Q3 | $570K | Buy |
17,468
+17,448
| +87,240% | +$569K | 0.23% | 48 |
|
|
2020
Q2 | $1K | Buy |
20
+2
| +11% | +$100 | ﹤0.01% | 641 |
|
|
2020
Q1 | $0 | Sell |
18
-7
| -28% | – | ﹤0.01% | 647 |
|
|
2019
Q4 | $1K | Buy |
25
+12
| +92% | +$480 | ﹤0.01% | 543 |
|
|
2019
Q3 | $0 | Buy |
13
+5
| +63% | – | ﹤0.01% | 620 |
|
|
2019
Q2 | $0 | Buy |
+8
| New | – | ﹤0.01% | 568 |
|