Narus Financial Partners’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 | $515K | Buy |
9,474
+205
| +2% | +$11.1K | 0.16% | 83 |
|
|
2025
Q1 | $474K | Buy |
9,269
+1,654
| +22% | +$84.7K | 0.16% | 81 |
|
|
2024
Q4 | $416K | Buy |
7,615
+111
| +1% | +$6.07K | 0.14% | 93 |
|
|
2024
Q3 | $410K | Buy |
7,504
+358
| +5% | +$19.6K | 0.15% | 96 |
|
|
2024
Q2 | $367K | Buy |
7,146
+293
| +4% | +$15K | 0.15% | 97 |
|
|
2024
Q1 | $366K | Sell |
6,853
-1,473
| -18% | -$78.6K | 0.16% | 96 |
|
|
2023
Q4 | $406K | Sell |
8,326
-1,806
| -18% | -$88K | 0.2% | 81 |
|
|
2023
Q3 | $444K | Sell |
10,132
-1,210
| -11% | -$53K | 0.23% | 67 |
|
|
2023
Q2 | $520K | Sell |
11,342
-971
| -8% | -$44.6K | 0.27% | 63 |
|
|
2023
Q1 | $541K | Sell |
12,313
-804
| -6% | -$35.3K | 0.29% | 65 |
|
|
2022
Q4 | $557K | Sell |
13,117
-179
| -1% | -$7.61K | 0.32% | 54 |
|
|
2022
Q3 | $513K | Buy |
13,296
+357
| +3% | +$13.8K | 0.32% | 51 |
|
|
2022
Q2 | $514K | Sell |
12,939
-276
| -2% | -$11K | 0.33% | 54 |
|
|
2022
Q1 | $623K | Buy |
+13,215
| New | +$623K | 0.35% | 49 |
|
|
2021
Q1 | $539K | Buy |
+11,771
| New | +$539K | 0.32% | 45 |
|
|
2019
Q4 | $259K | Buy |
+7,146
| New | +$259K | 0.18% | 63 |
|