Lutz 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $504K | Sell |
9,264
-1,073
| -10% | -$58.4K | 0.04% | 71 |
|
|
2025
Q1 | $529K | Sell |
10,337
-6,432
| -38% | -$329K | 0.04% | 70 |
|
|
2024
Q4 | $917K | Buy |
16,769
+7,196
| +75% | +$394K | 0.07% | 62 |
|
|
2024
Q3 | $523K | Hold |
9,573
| – | – | 0.04% | 69 |
|
|
2024
Q2 | $491K | Hold |
9,573
| – | – | 0.04% | 70 |
|
|
2024
Q1 | $511K | Hold |
9,573
| – | – | 0.04% | 69 |
|
|
2023
Q4 | $466K | Buy |
+9,573
| New | +$466K | 0.04% | 68 |
|
|
2020
Q1 | – | Sell |
-11,795
| Closed | -$427K | – | 67 |
|
|
2019
Q4 | $427K | Buy |
11,795
+57
| +0.5% | +$2.06K | 0.08% | 57 |
|
|
2019
Q3 | $398K | Sell |
11,738
-1,227
| -9% | -$41.6K | 0.08% | 57 |
|
|
2019
Q2 | $442K | Buy |
12,965
+50
| +0.4% | +$1.71K | 0.09% | 55 |
|
|
2019
Q1 | $430K | Buy |
12,915
+38
| +0.3% | +$1.27K | 0.09% | 50 |
|
|
2018
Q4 | $379K | Buy |
+12,877
| New | +$379K | 0.08% | 57 |
|