OneDigital Investment Advisors’s SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

OneDigital Investment Advisors’s Portfolio SPMD Stock Details SPMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.93M	Sell	109,075 -9,136	-8%	-$497K	0.07%	222
2025 Q1	$6.05M	Sell	118,211 -6,838	-5%	-$350K	0.07%	202
2024 Q4	$6.84M	Sell	125,049 -3,881	-3%	-$212K	0.08%	196
2024 Q3	$7.05M	Sell	128,930 -6,412	-5%	-$351K	0.08%	197
2024 Q2	$6.94M	Buy	135,342 +3,752	+3%	+$192K	0.09%	183
2024 Q1	$7.02M	Sell	131,590 -2,974	-2%	-$159K	0.11%	168
2023 Q4	$6.56M	Sell	134,564 -17,343	-11%	-$845K	0.11%	159
2023 Q3	$6.65M	Sell	151,907 -8,700	-5%	-$381K	0.14%	132
2023 Q2	$7.37M	Sell	160,607 -9,316	-5%	-$428K	0.16%	115
2023 Q1	$7.47M	Sell	169,923 -8,384	-5%	-$368K	0.18%	108
2022 Q4	$7.58M	Sell	178,307 -23,549	-12%	-$1M	0.22%	91
2022 Q3	$7.78M	Buy	201,856 +3,254	+2%	+$125K	0.29%	57
2022 Q2	$7.88M	Sell	198,602 -20,639	-9%	-$819K	0.34%	43
2022 Q1	$10.3M	Sell	219,241 -2,116	-1%	-$99.8K	0.39%	41
2021 Q4	$11M	Sell	221,357 -12,999	-6%	-$647K	0.39%	41
2021 Q3	$10.8M	Sell	234,356 -1,133	-0.5%	-$52.3K	0.43%	39
2021 Q2	$11.1M	Sell	235,489 -9,854	-4%	-$465K	0.46%	38
2021 Q1	$11.2M	Sell	245,343 -9,834	-4%	-$450K	0.53%	36
2020 Q4	$10.3M	Sell	255,177 -7,310	-3%	-$295K	0.54%	36
2020 Q3	$8.57M	Sell	262,487 -2,405	-0.9%	-$78.5K	0.59%	35
2020 Q2	$8.28M	Buy	264,892 +11,235	+4%	+$351K	0.6%	35
2020 Q1	$6.43M	Buy	253,657 +178,542	+238%	+$4.52M	0.57%	35
2019 Q4	$2.72M	Sell	75,115 -993	-1%	-$36K	0.21%	106
2019 Q3	$2.58M	Sell	76,108 -75,702	-50%	-$2.57M	0.23%	99
2019 Q2	$5.17M	Buy	151,810 +73,463	+94%	+$2.5M	0.4%	45
2019 Q1	$2.61M	Sell	78,347 -153	-0.2%	-$5.1K	0.38%	61
2018 Q4	$2.31M	Buy	+78,500	New	+$2.31M	0.39%	59
2018 Q3	–	Sell	-797	Closed	-$28K	–	1206
2018 Q2	$28K	Buy	797 +690	+645%	+$24.2K	0.01%	696
2018 Q1	$4K	Buy	+107	New	+$4K	﹤0.01%	1195