Perennial Investment Advisors’s 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
Q2
$5.15M Sell
2025
Q1
$4.99M Sell
2024
Q4
$7.23M Sell
2024
Q3
$7.36M Buy
2024
Q2
$6.34M Sell
2024
Q1
$6.63M Buy
2023
Q4
$1.3M Sell
2023
Q3
$1.42M Sell
2023
Q2
$1.49M Buy
2023
Q1
$1.42M Buy