Orion Capital Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $321K | Hold |
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|
2025
Q2 | $305K | Sell |
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|
2025
Q1 | $317K | Sell |
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|
2024
Q4 | $343K | Hold |
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|
2024
Q3 | $343K | Sell |
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|
2024
Q2 | $360K | Sell |
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|
2024
Q1 | $385K | Sell |
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|
2023
Q4 | $423K | Hold |
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|
2023
Q3 | $380K | Sell |
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|
2023
Q2 | $400K | Hold |
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|
2023
Q1 | $383K | Hold |
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|
2022
Q4 | $370K | Sell |
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|
2022
Q3 | $342K | Sell |
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|
2022
Q2 | $359K | Hold |
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|
2022
Q1 | $426K | Buy |
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|
2021
Q4 | $146K | Hold |
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|
2021
Q3 | $136K | Sell |
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|
2021
Q2 | $156K | Hold |
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|
2021
Q1 | $151K | Sell |
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|
2020
Q4 | $371K | Buy |
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