Marathon Strategic Advisors’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 | $10.5M | Buy |
193,545
+32,534
| +20% | +$1.77M | 9.78% | 2 |
|
|
2025
Q1 | $8.24M | Buy |
161,011
+14,818
| +10% | +$758K | 8.86% | 5 |
|
|
2024
Q4 | $8M | Buy |
146,193
+3,508
| +2% | +$192K | 8.65% | 5 |
|
|
2024
Q3 | $7.8M | Buy |
142,685
+22,815
| +19% | +$1.25M | 8.24% | 5 |
|
|
2024
Q2 | $6.15M | Buy |
119,870
+4,435
| +4% | +$228K | 7.19% | 5 |
|
|
2024
Q1 | $6.16M | Buy |
115,435
+3,393
| +3% | +$181K | 7.5% | 7 |
|
|
2023
Q4 | $5.46M | Buy |
+112,042
| New | +$5.46M | 7.39% | 5 |
|