Paladin Advisory Group’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 | $105K | Sell |
1,935
-389
| -17% | -$21.2K | 0.08% | 110 |
|
|
2025
Q1 | $119K | Sell |
2,324
-187
| -7% | -$9.57K | 0.1% | 103 |
|
|
2024
Q4 | $137K | Hold |
2,511
| – | – | 0.11% | 102 |
|
|
2024
Q3 | $137K | Sell |
2,511
-556
| -18% | -$30.4K | 0.1% | 102 |
|
|
2024
Q2 | $156K | Hold |
3,067
| – | – | 0.12% | 90 |
|
|
2024
Q1 | $163K | Sell |
3,067
-694
| -18% | -$36.8K | 0.13% | 90 |
|
|
2023
Q4 | $183K | Sell |
3,761
-3,767
| -50% | -$184K | 0.15% | 93 |
|
|
2023
Q3 | $330K | Sell |
7,528
-204
| -3% | -$8.93K | 0.28% | 61 |
|
|
2023
Q2 | $355K | Sell |
7,732
-170
| -2% | -$7.8K | 0.28% | 61 |
|
|
2023
Q1 | $347K | Buy |
+7,902
| New | +$347K | 0.29% | 65 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 204 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 208 |
|
|
2022
Q2 | – | Sell |
-5,365
| Closed | -$254K | – | 208 |
|
|
2022
Q1 | $254K | Buy |
+5,365
| New | +$254K | 0.21% | 82 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 203 |
|