Millington 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 | $7.75M | Buy |
137,303
+14,147
| +11% | +$799K | 3.92% | 4 |
|
|
2025
Q1 | $5.88M | Buy |
123,156
+3,521
| +3% | +$168K | 3.61% | 7 |
|
|
2024
Q4 | $6.71M | Buy |
119,635
+10,807
| +10% | +$606K | 3.89% | 5 |
|
|
2024
Q3 | $5.95M | Buy |
108,828
+9,794
| +10% | +$536K | 3.71% | 5 |
|
|
2024
Q2 | $5.08M | Sell |
99,034
-703
| -0.7% | -$36.1K | 3.53% | 7 |
|
|
2024
Q1 | $5.32M | Buy |
99,737
+4,897
| +5% | +$261K | 3.79% | 5 |
|
|
2023
Q4 | $4.62M | Buy |
94,840
+2,890
| +3% | +$141K | 3.7% | 5 |
|
|
2023
Q3 | $4.03M | Buy |
91,950
+1,391
| +2% | +$60.9K | 3.61% | 6 |
|
|
2023
Q2 | $4.16M | Sell |
90,559
-968
| -1% | -$44.4K | 3.7% | 5 |
|
|
2023
Q1 | $4.02M | Sell |
91,527
-714
| -0.8% | -$31.4K | 3.72% | 6 |
|
|
2022
Q4 | $3.92M | Buy |
+92,241
| New | +$3.92M | 3.82% | 6 |
|