Level Four Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $388K | Sell |
7,133
-269
| -4% | -$14.6K | 0.01% | 583 |
|
|
2025
Q1 | $379K | Sell |
7,402
-574
| -7% | -$29.4K | 0.02% | 561 |
|
|
2024
Q4 | $436K | Buy |
7,976
+300
| +4% | +$16.4K | 0.02% | 527 |
|
|
2024
Q3 | $417K | Hold |
7,676
| – | – | 0.02% | 554 |
|
|
2024
Q2 | $394K | Hold |
7,676
| – | – | 0.02% | 540 |
|
|
2024
Q1 | $374K | Hold |
7,676
| – | – | 0.02% | 548 |
|
|
2023
Q4 | $374K | Hold |
7,676
| – | – | 0.02% | 545 |
|
|
2023
Q3 | $336K | Sell |
7,676
-14
| -0.2% | -$613 | 0.02% | 549 |
|
|
2023
Q2 | $353K | Sell |
7,690
-95
| -1% | -$4.36K | 0.02% | 578 |
|
|
2023
Q1 | $342K | Buy |
7,785
+14
| +0.2% | +$615 | 0.02% | 554 |
|
|
2022
Q4 | $330K | Sell |
7,771
-150
| -2% | -$6.38K | 0.02% | 499 |
|
|
2022
Q3 | $305K | Sell |
7,921
-179
| -2% | -$6.89K | 0.03% | 430 |
|
|
2022
Q2 | $321K | Sell |
8,100
-2,165
| -21% | -$85.8K | 0.03% | 440 |
|
|
2022
Q1 | $484K | Sell |
10,265
-5,009
| -33% | -$236K | 0.04% | 404 |
|
|
2021
Q4 | $760K | Sell |
15,274
-146
| -0.9% | -$7.27K | 0.06% | 305 |
|
|
2021
Q3 | $712K | Buy |
15,420
+878
| +6% | +$40.5K | 0.07% | 234 |
|
|
2021
Q2 | $687K | Sell |
14,542
-225
| -2% | -$10.6K | 0.05% | 331 |
|
|
2021
Q1 | $676K | Sell |
14,767
-246
| -2% | -$11.3K | 0.05% | 323 |
|
|
2020
Q4 | $607K | Buy |
15,013
+1,381
| +10% | +$55.8K | 0.05% | 334 |
|
|
2020
Q3 | $445K | Sell |
13,632
-318
| -2% | -$10.4K | 0.03% | 367 |
|
|
2020
Q2 | $435K | Buy |
+13,950
| New | +$435K | 0.03% | 386 |
|