New Perspectives Inc’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 | $14.8M | Buy |
272,527
+3,062
| +1% | +$167K | 7.33% | 5 |
|
|
2025
Q1 | $13.8M | Buy |
269,465
+8,763
| +3% | +$448K | 7.36% | 5 |
|
|
2024
Q4 | $14.3M | Buy |
260,702
+3,166
| +1% | +$173K | 7.64% | 4 |
|
|
2024
Q3 | $14.1M | Buy |
257,536
+8,486
| +3% | +$464K | 7.5% | 4 |
|
|
2024
Q2 | $12.8M | Buy |
249,050
+7,944
| +3% | +$408K | 6.82% | 5 |
|
|
2024
Q1 | $12.9M | Buy |
+241,106
| New | +$12.9M | 7.12% | 5 |
|
|
2022
Q4 | $9.55M | Buy |
224,724
+11,333
| +5% | +$482K | 7.32% | 5 |
|
|
2022
Q3 | $8.23M | Buy |
213,391
+7,594
| +4% | +$293K | 7.08% | 6 |
|
|
2022
Q2 | $8.17M | Buy |
205,797
+23,887
| +13% | +$948K | 6.65% | 6 |
|
|
2022
Q1 | $8.58M | Buy |
181,910
+16,504
| +10% | +$778K | 6.18% | 6 |
|
|
2021
Q4 | $8.23M | Buy |
165,406
+12,225
| +8% | +$608K | 5.82% | 6 |
|
|
2021
Q3 | $7.07M | Buy |
153,181
+13,982
| +10% | +$645K | 5.22% | 6 |
|
|
2021
Q2 | $6.57M | Buy |
+139,199
| New | +$6.57M | 5.1% | 7 |
|