Oakworth 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 | $10.8K | Hold |
199
| – | – | ﹤0.01% | 489 |
|
2025
Q1 | $10.2K | Hold |
199
| – | – | ﹤0.01% | 512 |
|
2024
Q4 | $10.9K | Sell |
199
-51
| -20% | -$2.79K | ﹤0.01% | 502 |
|
2024
Q3 | $13.7K | Sell |
250
-4,123
| -94% | -$225K | ﹤0.01% | 480 |
|
2024
Q2 | $224K | Buy |
4,373
+4,305
| +6,331% | +$221K | 0.02% | 188 |
|
2024
Q1 | $3.63K | Buy |
+68
| New | +$3.63K | ﹤0.01% | 576 |
|
2021
Q1 | – | Sell |
-70
| Closed | -$3K | – | 607 |
|
2020
Q4 | $3K | Buy |
+70
| New | +$3K | ﹤0.01% | 526 |
|