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 |
|