Pinkerton Retirement Specialists’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
Sell
-156,032
Closed -$7.99M 149
2025
Q1
$7.99M Sell
156,032
-30,865
-17% -$1.58M 1.04% 13
2024
Q4
$10.2M Sell
186,897
-25,188
-12% -$1.38M 1.48% 16
2024
Q3
$11.6M Sell
212,085
-27,860
-12% -$1.52M 1.69% 14
2024
Q2
$12.3M Sell
239,945
-108,248
-31% -$5.55M 1.89% 11
2024
Q1
$18.6M Buy
+348,193
New +$18.6M 2.99% 11
2023
Q4
Sell
-544,513
Closed -$23.8M 153
2023
Q3
$23.8M Buy
+544,513
New +$23.8M 5.18% 6