PIA
Perennial Investment Advisors’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 | $5.15M | Sell |
94,616
-2,857
| -3% | -$155K | 0.5% | 39 |
|
|
2025
Q1 | $4.99M | Sell |
97,473
-34,783
| -26% | -$1.78M | 0.56% | 36 |
|
|
2024
Q4 | $7.23M | Sell |
132,256
-2,274
| -2% | -$124K | 0.85% | 29 |
|
|
2024
Q3 | $7.36M | Buy |
134,530
+10,925
| +9% | +$597K | 0.95% | 23 |
|
|
2024
Q2 | $6.34M | Sell |
123,605
-781
| -0.6% | -$40.1K | 0.9% | 23 |
|
|
2024
Q1 | $6.63M | Buy |
124,386
+97,732
| +367% | +$5.21M | 1.01% | 22 |
|
|
2023
Q4 | $1.3M | Sell |
26,654
-5,666
| -18% | -$276K | 0.22% | 86 |
|
|
2023
Q3 | $1.42M | Sell |
32,320
-69
| -0.2% | -$3.02K | 0.26% | 80 |
|
|
2023
Q2 | $1.49M | Buy |
32,389
+17
| +0.1% | +$780 | 0.26% | 78 |
|
|
2023
Q1 | $1.42M | Buy |
+32,372
| New | +$1.42M | 0.26% | 80 |
|