MAI Capital Management’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 | $456K | Buy |
8,380
+125
| +2% | +$6.8K | ﹤0.01% | 857 |
|
|
2025
Q1 | $422K | Sell |
8,255
-507
| -6% | -$25.9K | ﹤0.01% | 846 |
|
|
2024
Q4 | $479K | Buy |
8,762
+1,423
| +19% | +$77.8K | ﹤0.01% | 827 |
|
|
2024
Q3 | $401K | Sell |
7,339
-917
| -11% | -$50.1K | ﹤0.01% | 768 |
|
|
2024
Q2 | $424K | Sell |
8,256
-358
| -4% | -$18.4K | ﹤0.01% | 845 |
|
|
2024
Q1 | $459K | Buy |
8,614
+231
| +3% | +$12.3K | ﹤0.01% | 805 |
|
|
2023
Q4 | $408K | Buy |
8,383
+2,371
| +39% | +$116K | 0.01% | 747 |
|
|
2023
Q3 | $263K | Hold |
6,012
| – | – | ﹤0.01% | 849 |
|
|
2023
Q2 | $276K | Buy |
+6,012
| New | +$276K | ﹤0.01% | 830 |
|