Peterson Wealth Advisors’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 | $37.9M | Buy |
696,729
+10,347
| +2% | +$563K | 6.25% | 4 |
|
|
2025
Q1 | $31.5M | Buy |
686,382
+13,633
| +2% | +$626K | 6.09% | 5 |
|
|
2024
Q4 | $37.1M | Buy |
672,749
+19,413
| +3% | +$1.07M | 6.69% | 5 |
|
|
2024
Q3 | $35.7M | Buy |
653,336
+29,087
| +5% | +$1.59M | 6.75% | 4 |
|
|
2024
Q2 | $32M | Buy |
624,249
+10,441
| +2% | +$536K | 6.72% | 4 |
|
|
2024
Q1 | $32.7M | Buy |
613,808
+13,072
| +2% | +$697K | 6.96% | 4 |
|
|
2023
Q4 | $29.3M | Buy |
600,736
+18,966
| +3% | +$924K | 6.95% | 4 |
|
|
2023
Q3 | $25.5M | Buy |
581,770
+15,747
| +3% | +$690K | 6.85% | 4 |
|
|
2023
Q2 | $26.1M | Sell |
566,023
-174
| -0% | -$8.01K | 6.89% | 4 |
|
|
2023
Q1 | $24.9M | Buy |
566,197
+19,654
| +4% | +$864K | 6.85% | 4 |
|
|
2022
Q4 | $23.2M | Buy |
546,543
+11,366
| +2% | +$483K | 7.01% | 3 |
|
|
2022
Q3 | $20.6M | Sell |
535,177
-2,971
| -0.6% | -$115K | 6.93% | 4 |
|
|
2022
Q2 | $21.4M | Buy |
538,148
+27,953
| +5% | +$1.11M | 7.05% | 4 |
|
|
2022
Q1 | $24.1M | Buy |
510,195
+15,219
| +3% | +$718K | 7.12% | 3 |
|
|
2021
Q4 | $24.6M | Buy |
494,976
+28,921
| +6% | +$1.44M | 7.1% | 3 |
|
|
2021
Q3 | $21.5M | Buy |
466,055
+6,288
| +1% | +$290K | 7.11% | 4 |
|
|
2021
Q2 | $21.7M | Buy |
459,767
+33,885
| +8% | +$1.6M | 7.7% | 3 |
|
|
2021
Q1 | $19.5M | Sell |
425,882
-2,188
| -0.5% | -$100K | 7.93% | 3 |
|
|
2020
Q4 | $17.3M | Buy |
428,070
+10,087
| +2% | +$408K | 7.61% | 3 |
|
|
2020
Q3 | $13.6M | Sell |
417,983
-1,211
| -0.3% | -$39.5K | 6.99% | 4 |
|
|
2020
Q2 | $13.1M | Buy |
419,194
+50,781
| +14% | +$1.59M | 6.98% | 4 |
|
|
2020
Q1 | $9.33M | Buy |
368,413
+31,379
| +9% | +$795K | 6.05% | 4 |
|
|
2019
Q4 | $12.2M | Sell |
337,034
-1,607
| -0.5% | -$58.2K | 6.98% | 3 |
|
|
2019
Q3 | $11.5M | Buy |
338,641
+15,600
| +5% | +$529K | 7.03% | 3 |
|
|
2019
Q2 | $11M | Buy |
323,041
+20,470
| +7% | +$697K | 6.97% | 3 |
|
|
2019
Q1 | $10.4M | Buy |
302,571
+12,256
| +4% | +$423K | 6.99% | 3 |
|
|
2018
Q4 | $8.54M | Buy |
290,315
+32,467
| +13% | +$955K | 6.76% | 3 |
|
|
2018
Q3 | $9.32M | Buy |
257,848
+14,837
| +6% | +$536K | 6.8% | 3 |
|
|
2018
Q2 | $8.48M | Buy |
243,011
+7,209
| +3% | +$251K | 6.87% | 3 |
|
|
2018
Q1 | $7.82M | Buy |
235,802
+170,182
| +259% | +$5.64M | 6.46% | 4 |
|
|
2017
Q4 | $2.19M | Buy |
+65,620
| New | +$2.19M | 1.98% | 10 |
|