Modera Wealth 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 | $6.81M | Sell |
125,205
-2,917
| -2% | -$159K | 0.08% | 157 |
|
|
2025
Q1 | $6.56M | Sell |
128,122
-7,303
| -5% | -$374K | 0.09% | 152 |
|
|
2024
Q4 | $7.41M | Buy |
135,425
+60,122
| +80% | +$3.29M | 0.09% | 142 |
|
|
2024
Q3 | $4.12M | Sell |
75,303
-1,452
| -2% | -$79.4K | 0.05% | 180 |
|
|
2024
Q2 | $3.94M | Sell |
76,755
-254
| -0.3% | -$13K | 0.06% | 174 |
|
|
2024
Q1 | $4.11M | Sell |
77,009
-2,304
| -3% | -$123K | 0.06% | 176 |
|
|
2023
Q4 | $3.86M | Sell |
79,313
-2,179
| -3% | -$106K | 0.06% | 175 |
|
|
2023
Q3 | $3.57M | Sell |
81,492
-1,361
| -2% | -$59.6K | 0.07% | 175 |
|
|
2023
Q2 | $3.8M | Buy |
82,853
+68,825
| +491% | +$3.16M | 0.07% | 174 |
|
|
2023
Q1 | $616K | Sell |
14,028
-944
| -6% | -$41.5K | 0.02% | 196 |
|
|
2022
Q4 | $636K | Sell |
14,972
-7,443
| -33% | -$316K | 0.03% | 185 |
|
|
2022
Q3 | $864K | Sell |
22,415
-5,544
| -20% | -$214K | 0.04% | 147 |
|
|
2022
Q2 | $1.11M | Sell |
27,959
-21,208
| -43% | -$842K | 0.05% | 135 |
|
|
2022
Q1 | $2.32M | Sell |
49,167
-4,181
| -8% | -$197K | 0.1% | 93 |
|
|
2021
Q4 | $2.65M | Buy |
+53,348
| New | +$2.65M | 0.1% | 97 |
|