NewEdge Advisors’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 | $9.71M | Sell |
178,537
-7,455
| -4% | -$405K | 0.05% | 375 |
|
|
2025
Q1 | $9.52M | Sell |
185,992
-17,701
| -9% | -$906K | 0.06% | 339 |
|
|
2024
Q4 | $11.1M | Buy |
203,693
+14,298
| +8% | +$782K | 0.07% | 286 |
|
|
2024
Q3 | $10.4M | Sell |
189,395
-2,016
| -1% | -$110K | 0.07% | 285 |
|
|
2024
Q2 | $9.82M | Buy |
191,411
+45,261
| +31% | +$2.32M | 0.07% | 271 |
|
|
2024
Q1 | $7.8M | Buy |
146,150
+7,695
| +6% | +$410K | 0.07% | 273 |
|
|
2023
Q4 | $6.74M | Buy |
138,455
+11,993
| +9% | +$584K | 0.06% | 286 |
|
|
2023
Q3 | $5.54M | Buy |
126,462
+11,468
| +10% | +$502K | 0.06% | 304 |
|
|
2023
Q2 | $5.28M | Buy |
114,994
+32,564
| +40% | +$1.49M | 0.06% | 310 |
|
|
2023
Q1 | $3.62M | Buy |
82,430
+35,928
| +77% | +$1.58M | 0.05% | 372 |
|
|
2022
Q4 | $68.9K | Buy |
46,502
+5,728
| +14% | +$8.49K | ﹤0.01% | 1594 |
|
|
2022
Q3 | $1.57M | Buy |
40,774
+2,766
| +7% | +$107K | 0.03% | 491 |
|
|
2022
Q2 | $1.51M | Buy |
38,008
+4,366
| +13% | +$173K | 0.03% | 518 |
|
|
2022
Q1 | $1.59M | Buy |
33,642
+833
| +3% | +$39.3K | 0.03% | 483 |
|
|
2021
Q4 | $1.63M | Buy |
32,809
+1,045
| +3% | +$52K | 0.02% | 520 |
|
|
2021
Q3 | $1.47M | Buy |
31,764
+1,512
| +5% | +$69.8K | 0.04% | 404 |
|
|
2021
Q2 | $1.43M | Buy |
30,252
+9,176
| +44% | +$433K | 0.04% | 395 |
|
|
2021
Q1 | $964K | Sell |
21,076
-97
| -0.5% | -$4.44K | 0.03% | 469 |
|
|
2020
Q4 | $855K | Sell |
21,173
-733
| -3% | -$29.6K | 0.03% | 457 |
|
|
2020
Q3 | $715K | Sell |
21,906
-10,472
| -32% | -$342K | 0.02% | 469 |
|
|
2020
Q2 | $1.01M | Buy |
32,378
+19,734
| +156% | +$617K | 0.04% | 353 |
|
|
2020
Q1 | $320K | Buy |
12,644
+6,942
| +122% | +$176K | 0.02% | 582 |
|
|
2019
Q4 | $206K | Buy |
+5,702
| New | +$206K | 0.01% | 759 |
|
|
2018
Q4 | – | Sell |
-5,702
| Closed | -$206K | – | 703 |
|
|
2018
Q3 | $206K | Buy |
+5,702
| New | +$206K | 0.02% | 608 |
|