Moneta Group Investment Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Moneta Group Investment Advisors’s Portfolio SPMD Stock Details SPMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$12.1M	Sell	204,578 -4,766	-2%	-$290K	0.09%	107
2025 Q4	$12.1M	Buy	209,344 +573	+0.3%	+$32.9K	0.09%	103
2025 Q3	$11.9M	Buy	208,771 +2,746	+1%	+$155K	0.09%	103
2025 Q2	$11.2M	Sell	206,025 -1,811	-0.9%	-$93.3K	0.13%	93
2025 Q1	$10.6M	Buy	207,836 +15,675	+8%	+$854K	0.15%	90
2024 Q4	$10.5M	Buy	192,161 +254	+0.1%	+$14.3K	0.15%	92
2024 Q3	$10.5M	Sell	191,907 -6,407	-3%	-$339K	0.15%	85
2024 Q2	$10.2M	Buy	198,314 +11,981	+6%	+$618K	0.16%	78
2024 Q1	$9.94M	Sell	186,333 -16,734	-8%	-$832K	0.16%	83
2023 Q4	$9.89M	Sell	203,067 -6,494	-3%	-$289K	0.2%	73
2023 Q3	$9.18M	Buy	209,561 +824	+0.4%	+$37.9K	0.21%	70
2023 Q2	$9.58M	Sell	208,737 -2,921	-1%	-$128K	0.21%	67
2023 Q1	$9.3M	Buy	211,658 +12,221	+6%	+$547K	0.22%	69
2022 Q4	$9.26M	Sell	199,437 -44,884	-18%	-$1.91M	0.25%	67
2022 Q3	$9.42M	Sell	244,321 -29,476	-11%	-$1.25M	0.36%	64
2022 Q2	$10.9M	Buy	273,797 +29,162	+12%	+$1.26M	0.37%	58
2022 Q1	$11.5M	Buy	244,635 +21,072	+9%	+$985K	0.45%	53
2021 Q4	$11.1M	Buy	223,563 +15,894	+8%	+$776K	0.45%	53
2021 Q3	$9.59M	Buy	207,669 +16,036	+8%	+$757K	0.44%	53
2021 Q2	$9.05M	Sell	191,633 -1,352	-0.7%	-$64.2K	0.42%	59
2021 Q1	$8.83M	Sell	192,985 -2,609	-1%	-$115K	0.47%	56
2020 Q4	$7.9M	Buy	195,594 +3,715	+2%	+$138K	0.57%	43
2020 Q3	$6.26M	Buy	191,879 +8,039	+4%	+$264K	0.54%	44
2020 Q2	$5.75M	Buy	183,840 +20,674	+13%	+$604K	0.55%	45
2020 Q1	$4.13M	Buy	163,166 +15,747	+11%	+$515K	0.43%	51
2019 Q4	$5.34M	Buy	147,419 +2,981	+2%	+$104K	0.45%	42
2019 Q3	$4.89M	Buy	144,438 +3,317	+2%	+$112K	0.46%	42
2019 Q2	$4.81M	Sell	141,121 -7,064	-5%	-$238K	0.47%	39
2019 Q1	$4.94M	Buy	148,185 +6,649	+5%	+$217K	0.52%	39
2018 Q4	$4.16M	Sell	141,536 -12,479	-8%	-$406K	0.5%	40
2018 Q3	$5.57M	Buy	+154,015	New	+$5.57M	0.57%	31