MGIA
Moneta Group Investment 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 | $11.2M | Sell |
206,025
-1,811
| -0.9% | -$98.5K | 0.13% | 93 |
|
|
2025
Q1 | $10.6M | Buy |
207,836
+15,675
| +8% | +$802K | 0.15% | 90 |
|
|
2024
Q4 | $10.5M | Buy |
192,161
+254
| +0.1% | +$13.9K | 0.15% | 92 |
|
|
2024
Q3 | $10.5M | Sell |
191,907
-6,407
| -3% | -$350K | 0.15% | 85 |
|
|
2024
Q2 | $10.2M | Buy |
198,314
+11,981
| +6% | +$615K | 0.16% | 78 |
|
|
2024
Q1 | $9.94M | Sell |
186,333
-16,734
| -8% | -$893K | 0.16% | 83 |
|
|
2023
Q4 | $9.89M | Sell |
203,067
-6,494
| -3% | -$316K | 0.2% | 73 |
|
|
2023
Q3 | $9.18M | Buy |
209,561
+824
| +0.4% | +$36.1K | 0.21% | 70 |
|
|
2023
Q2 | $9.58M | Sell |
208,737
-2,921
| -1% | -$134K | 0.21% | 67 |
|
|
2023
Q1 | $9.3M | Buy |
211,658
+12,221
| +6% | +$537K | 0.22% | 69 |
|
|
2022
Q4 | $9.26M | Sell |
199,437
-44,884
| -18% | -$2.08M | 0.25% | 67 |
|
|
2022
Q3 | $9.42M | Sell |
244,321
-29,476
| -11% | -$1.14M | 0.36% | 64 |
|
|
2022
Q2 | $10.9M | Buy |
273,797
+29,162
| +12% | +$1.16M | 0.37% | 58 |
|
|
2022
Q1 | $11.5M | Buy |
244,635
+21,072
| +9% | +$994K | 0.45% | 53 |
|
|
2021
Q4 | $11.1M | Buy |
223,563
+15,894
| +8% | +$791K | 0.45% | 53 |
|
|
2021
Q3 | $9.59M | Buy |
207,669
+16,036
| +8% | +$740K | 0.44% | 53 |
|
|
2021
Q2 | $9.05M | Sell |
191,633
-1,352
| -0.7% | -$63.8K | 0.42% | 59 |
|
|
2021
Q1 | $8.83M | Sell |
192,985
-2,609
| -1% | -$119K | 0.47% | 56 |
|
|
2020
Q4 | $7.9M | Buy |
195,594
+3,715
| +2% | +$150K | 0.57% | 43 |
|
|
2020
Q3 | $6.26M | Buy |
191,879
+8,039
| +4% | +$262K | 0.54% | 44 |
|
|
2020
Q2 | $5.75M | Buy |
183,840
+20,674
| +13% | +$646K | 0.55% | 45 |
|
|
2020
Q1 | $4.13M | Buy |
163,166
+15,747
| +11% | +$399K | 0.43% | 51 |
|
|
2019
Q4 | $5.34M | Buy |
147,419
+2,981
| +2% | +$108K | 0.45% | 42 |
|
|
2019
Q3 | $4.9M | Buy |
144,438
+3,317
| +2% | +$112K | 0.46% | 42 |
|
|
2019
Q2 | $4.81M | Sell |
141,121
-7,064
| -5% | -$241K | 0.47% | 39 |
|
|
2019
Q1 | $4.94M | Buy |
148,185
+6,649
| +5% | +$222K | 0.52% | 39 |
|
|
2018
Q4 | $4.16M | Sell |
141,536
-12,479
| -8% | -$367K | 0.5% | 40 |
|
|
2018
Q3 | $5.57M | Buy |
+154,015
| New | +$5.57M | 0.57% | 31 |
|