Orin Green Financial’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 | $876K | Buy |
16,115
+3
| +0% | +$163 | 0.37% | 41 |
|
|
2025
Q1 | $757K | Buy |
+16,112
| New | +$757K | 0.36% | 40 |
|
|
2024
Q4 | – | Sell |
-16,469
| Closed | -$901K | – | 38 |
|
|
2024
Q3 | $901K | Sell |
16,469
-23
| -0.1% | -$1.26K | 0.39% | 39 |
|
|
2024
Q2 | $846K | Buy |
+16,492
| New | +$846K | 0.39% | 38 |
|
|
2024
Q1 | – | Sell |
-14,558
| Closed | -$709K | – | 39 |
|
|
2023
Q4 | $709K | Sell |
14,558
-1,176
| -7% | -$57.3K | 0.35% | 41 |
|
|
2023
Q3 | $689K | Sell |
15,734
-155
| -1% | -$6.79K | 0.38% | 39 |
|
|
2023
Q2 | $729K | Sell |
15,889
-44
| -0.3% | -$2.02K | 0.38% | 38 |
|
|
2023
Q1 | $700K | Sell |
15,933
-2,355
| -13% | -$103K | 0.38% | 41 |
|
|
2022
Q4 | $777K | Sell |
18,288
-38
| -0.2% | -$1.62K | 0.46% | 35 |
|
|
2022
Q3 | $703K | Sell |
18,326
-1,034
| -5% | -$39.7K | 0.46% | 36 |
|
|
2022
Q2 | $772K | Sell |
19,360
-788
| -4% | -$31.4K | 0.48% | 35 |
|
|
2022
Q1 | $950K | Buy |
20,148
+52
| +0.3% | +$2.45K | 0.62% | 30 |
|
|
2021
Q4 | $944K | Sell |
20,096
-328
| -2% | -$15.4K | 0.68% | 29 |
|
|
2021
Q3 | $943K | Buy |
20,424
+783
| +4% | +$36.2K | 0.66% | 29 |
|
|
2021
Q2 | $927K | Sell |
19,641
-1,249
| -6% | -$58.9K | 0.66% | 29 |
|
|
2021
Q1 | $956K | Sell |
20,890
-2,040
| -9% | -$93.4K | 0.78% | 26 |
|
|
2020
Q4 | $926K | Buy |
+22,930
| New | +$926K | 0.73% | 28 |
|