McClarren Financial 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 | – | Sell |
-783
| Closed | -$118K | – | 264 |
|
|
2025
Q1 | $118K | Sell |
783
-1,518
| -66% | -$229K | 0.08% | 93 |
|
|
2024
Q4 | $125K | Buy |
2,301
+1,164
| +102% | +$63.2K | 0.35% | 46 |
|
|
2024
Q3 | $2K | Buy |
1,137
+932
| +455% | +$1.64K | 0.25% | 31 |
|
|
2024
Q2 | $145K | Sell |
205
-3,393
| -94% | -$2.4M | 0.1% | 86 |
|
|
2024
Q1 | $192K | Buy |
3,598
+11
| +0.3% | +$587 | 0.14% | 73 |
|
|
2023
Q4 | $175K | Buy |
3,587
+15
| +0.4% | +$732 | 0.13% | 75 |
|
|
2023
Q3 | $155K | Buy |
3,572
+14
| +0.4% | +$608 | 0.14% | 77 |
|
|
2023
Q2 | $163K | Sell |
3,558
-473
| -12% | -$21.7K | 0.13% | 78 |
|
|
2023
Q1 | $175K | Buy |
4,031
+12
| +0.3% | +$521 | 0.16% | 71 |
|
|
2022
Q4 | $170K | Sell |
4,019
-110
| -3% | -$4.65K | 0.16% | 71 |
|
|
2022
Q3 | $159K | Buy |
+4,129
| New | +$159K | 0.16% | 67 |
|
|
2022
Q2 | – | Sell |
-5,102
| Closed | -$240K | – | 233 |
|
|
2022
Q1 | $240K | Buy |
5,102
+11
| +0.2% | +$517 | 0.17% | 54 |
|
|
2021
Q4 | $254K | Buy |
5,091
+14
| +0.3% | +$698 | 0.17% | 54 |
|
|
2021
Q3 | $234K | Buy |
5,077
+26
| +0.5% | +$1.2K | 0.18% | 47 |
|
|
2021
Q2 | $237K | Buy |
5,051
+580
| +13% | +$27.2K | 0.19% | 45 |
|
|
2021
Q1 | $204K | Sell |
4,471
-207
| -4% | -$9.45K | 0.18% | 49 |
|
|
2020
Q4 | $189K | Buy |
+4,678
| New | +$189K | 0.18% | 48 |
|