MA
MONECO Advisors’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 | $1.76M | Buy |
32,383
+8,001
| +33% | +$435K | 0.16% | 136 |
|
|
2025
Q1 | $1.25M | Buy |
24,382
+2,006
| +9% | +$103K | 0.13% | 158 |
|
|
2024
Q4 | $1.22M | Buy |
22,376
+6,758
| +43% | +$370K | 0.13% | 159 |
|
|
2024
Q3 | $854K | Buy |
15,618
+1,291
| +9% | +$70.6K | 0.11% | 178 |
|
|
2024
Q2 | $735K | Buy |
14,327
+319
| +2% | +$16.4K | 0.11% | 181 |
|
|
2024
Q1 | $747K | Buy |
14,008
+6,002
| +75% | +$320K | 0.12% | 190 |
|
|
2023
Q4 | $390K | Buy |
8,006
+768
| +11% | +$37.4K | 0.07% | 245 |
|
|
2023
Q3 | $317K | Sell |
7,238
-669
| -8% | -$29.3K | 0.09% | 243 |
|
|
2023
Q2 | $363K | Buy |
7,907
+1,591
| +25% | +$73K | 0.1% | 222 |
|
|
2023
Q1 | $278K | Buy |
6,316
+1,331
| +27% | +$58.5K | 0.08% | 256 |
|
|
2022
Q4 | $212K | Buy |
+4,985
| New | +$212K | 0.08% | 248 |
|
|
2021
Q4 | – | Sell |
-8,782
| Closed | -$405K | – | 268 |
|
|
2021
Q3 | $405K | Buy |
+8,782
| New | +$405K | 0.16% | 141 |
|