MFT
Moisand Fitzgerald Tamayo’s SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.25M | Sell |
41,395
-1,317
| -3% | -$71.6K | 0.28% | 35 |
|
|
2025
Q1 | $2.19M | Sell |
42,712
-607
| -1% | -$31.1K | 0.3% | 33 |
|
|
2024
Q4 | $2.37M | Sell |
43,319
-2,976
| -6% | -$163K | 0.33% | 32 |
|
|
2024
Q3 | $2.53M | Sell |
46,295
-9,452
| -17% | -$517K | 0.35% | 31 |
|
|
2024
Q2 | $2.86M | Sell |
55,747
-7,487
| -12% | -$384K | 0.43% | 28 |
|
|
2024
Q1 | $3.37M | Sell |
63,234
-22,355
| -26% | -$1.19M | 0.52% | 26 |
|
|
2023
Q4 | $4.17M | Sell |
85,589
-63,784
| -43% | -$3.11M | 0.72% | 22 |
|
|
2023
Q3 | $6.54M | Sell |
149,373
-134
| -0.1% | -$5.87K | 1.38% | 18 |
|
|
2023
Q2 | $6.86M | Buy |
149,507
+1,785
| +1% | +$81.9K | 1.4% | 18 |
|
|
2023
Q1 | $6.49M | Buy |
147,722
+3,584
| +2% | +$157K | 1.39% | 18 |
|
|
2022
Q4 | $6.13M | Sell |
144,138
-2,295
| -2% | -$97.5K | 1.4% | 17 |
|
|
2022
Q3 | $5.65M | Buy |
146,433
+3,623
| +3% | +$140K | 1.55% | 17 |
|
|
2022
Q2 | $5.67M | Buy |
142,810
+50,924
| +55% | +$2.02M | 1.52% | 17 |
|
|
2022
Q1 | $4.33M | Sell |
91,886
-40,729
| -31% | -$1.92M | 1.97% | 15 |
|
|
2021
Q4 | $6.6M | Sell |
132,615
-1,177
| -0.9% | -$58.5K | 1.86% | 17 |
|
|
2021
Q3 | $6.18M | Buy |
133,792
+7,240
| +6% | +$334K | 2.08% | 16 |
|
|
2021
Q2 | $5.98M | Buy |
126,552
+2,207
| +2% | +$104K | 2.17% | 14 |
|
|
2021
Q1 | $5.69M | Sell |
124,345
-6,334
| -5% | -$290K | 2.46% | 12 |
|
|
2020
Q4 | $5.28M | Sell |
130,679
-2,398
| -2% | -$96.9K | 2.38% | 12 |
|
|
2020
Q3 | $4.34M | Sell |
133,077
-1,827
| -1% | -$59.6K | 2.25% | 12 |
|
|
2020
Q2 | $4.22M | Buy |
134,904
+5,291
| +4% | +$165K | 2.32% | 12 |
|
|
2020
Q1 | $3.28M | Buy |
129,613
+26,574
| +26% | +$673K | 2.14% | 13 |
|
|
2019
Q4 | $3.73M | Sell |
103,039
-1,135
| -1% | -$41.1K | 1.93% | 14 |
|
|
2019
Q3 | $3.53M | Buy |
104,174
+5,368
| +5% | +$182K | 1.91% | 14 |
|
|
2019
Q2 | $3.37M | Sell |
98,806
-132
| -0.1% | -$4.5K | 1.83% | 15 |
|
|
2019
Q1 | $3.3M | Buy |
98,938
+7,257
| +8% | +$242K | 1.83% | 15 |
|
|
2018
Q4 | $2.7M | Buy |
91,681
+5,531
| +6% | +$163K | 1.69% | 16 |
|
|
2018
Q3 | $3.11M | Sell |
86,150
-932
| -1% | -$33.7K | 1.73% | 16 |
|
|
2018
Q2 | $3.04M | Buy |
87,082
+1,757
| +2% | +$61.3K | 1.77% | 16 |
|
|
2018
Q1 | $2.83M | Buy |
+85,325
| New | +$2.83M | 1.68% | 17 |
|