Money Concepts Capital’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 | $935K | Buy |
17,192
+1,739
| +11% | +$94.6K | 0.06% | 250 |
|
|
2025
Q1 | $791K | Buy |
15,453
+831
| +6% | +$42.5K | 0.06% | 250 |
|
|
2024
Q4 | $800K | Buy |
14,622
+551
| +4% | +$30.1K | 0.06% | 236 |
|
|
2024
Q3 | $769K | Sell |
14,071
-989
| -7% | -$54.1K | 0.06% | 241 |
|
|
2024
Q2 | $773K | Buy |
15,060
+2,245
| +18% | +$115K | 0.06% | 236 |
|
|
2024
Q1 | $684K | Buy |
12,815
+3,352
| +35% | +$179K | 0.06% | 249 |
|
|
2023
Q4 | $461K | Buy |
9,463
+3,795
| +67% | +$185K | 0.04% | 285 |
|
|
2023
Q3 | $248K | Buy |
5,668
+919
| +19% | +$40.2K | 0.03% | 311 |
|
|
2023
Q2 | $218K | Sell |
4,749
-202,063
| -98% | -$9.27M | 0.02% | 348 |
|
|
2023
Q1 | $2.13M | Buy |
206,812
+203,096
| +5,465% | +$2.09M | 0.12% | 145 |
|
|
2022
Q4 | $158K | Buy |
+3,716
| New | +$158K | 0.01% | 788 |
|
|
2022
Q2 | – | Sell |
-771
| Closed | -$36K | – | 2482 |
|
|
2022
Q1 | $36K | Buy |
+771
| New | +$36K | ﹤0.01% | 1365 |
|
|
2021
Q1 | – | Sell |
-137,185
| Closed | -$5.54M | – | 763 |
|
|
2020
Q4 | $5.54M | Buy |
+137,185
| New | +$5.54M | 0.51% | 49 |
|