OC
Oarsman Capital’s SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $11.1M | Buy |
204,449
+54,547
| +36% | +$2.97M | 1.74% | 13 |
|
2025
Q1 | $7.67M | Buy |
149,902
+29,870
| +25% | +$1.53M | 1.38% | 16 |
|
2024
Q4 | $6.56M | Buy |
120,032
+10,891
| +10% | +$596K | 1.14% | 18 |
|
2024
Q3 | $5.97M | Buy |
109,141
+7,178
| +7% | +$392K | 1.1% | 20 |
|
2024
Q2 | $5.23M | Buy |
101,963
+11,853
| +13% | +$608K | 1.15% | 19 |
|
2024
Q1 | $4.81M | Buy |
90,110
+35,086
| +64% | +$1.87M | 1.15% | 19 |
|
2023
Q4 | $2.68M | Buy |
55,024
+19,743
| +56% | +$962K | 0.71% | 32 |
|
2023
Q3 | $1.54M | Buy |
35,281
+6,944
| +25% | +$304K | 0.65% | 43 |
|
2023
Q2 | $1.3M | Buy |
+28,337
| New | +$1.3M | 0.57% | 50 |
|
2022
Q2 | – | Sell |
-6,440
| Closed | -$304K | – | 187 |
|
2022
Q1 | $304K | Sell |
6,440
-32,485
| -83% | -$1.53M | 0.12% | 152 |
|
2021
Q4 | $1.94M | Buy |
38,925
+1,159
| +3% | +$57.6K | 0.76% | 41 |
|
2021
Q3 | $1.74M | Buy |
37,766
+1,186
| +3% | +$54.7K | 0.71% | 44 |
|
2021
Q2 | $1.73M | Buy |
36,580
+1,778
| +5% | +$83.9K | 0.69% | 44 |
|
2021
Q1 | $1.59M | Sell |
34,802
-26,365
| -43% | -$1.21M | 0.69% | 47 |
|
2020
Q4 | $2.47M | Sell |
61,167
-102
| -0.2% | -$4.12K | 0.96% | 29 |
|
2020
Q3 | $2M | Buy |
61,269
+1,230
| +2% | +$40.1K | 0.9% | 35 |
|
2020
Q2 | $1.88M | Buy |
60,039
+11,817
| +25% | +$369K | 0.93% | 31 |
|
2020
Q1 | $1.22M | Sell |
48,222
-7,218
| -13% | -$183K | 1.13% | 30 |
|
2019
Q4 | $2.01M | Buy |
55,440
+2,012
| +4% | +$72.9K | 0.92% | 35 |
|
2019
Q3 | $1.81M | Buy |
53,428
+2,115
| +4% | +$71.7K | 0.86% | 40 |
|
2019
Q2 | $1.75M | Buy |
51,313
+1,824
| +4% | +$62.1K | 0.79% | 46 |
|
2019
Q1 | $1.65M | Buy |
49,489
+2,667
| +6% | +$88.9K | 0.78% | 47 |
|
2018
Q4 | $1.38M | Buy |
46,822
+1,782
| +4% | +$52.4K | 0.71% | 48 |
|
2018
Q3 | $1.63M | Buy |
45,040
+1,361
| +3% | +$49.2K | 0.66% | 54 |
|
2018
Q2 | $1.52M | Buy |
43,679
+3,583
| +9% | +$125K | 0.69% | 49 |
|
2018
Q1 | $1.33M | Buy |
40,096
+3,807
| +10% | +$126K | 0.61% | 55 |
|
2017
Q4 | $1.21M | Buy |
+36,289
| New | +$1.21M | 0.52% | 62 |
|