PFA
Pinnacle Family 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 | $2.82M | Buy |
+51,801
| New | +$2.82M | 1.37% | 17 |
|
|
2024
Q4 | – | Sell |
-34,410
| Closed | -$1.88M | – | 126 |
|
|
2024
Q3 | $1.88M | Buy |
+34,410
| New | +$1.88M | 0.97% | 26 |
|
|
2024
Q2 | – | Sell |
-4,682
| Closed | -$250K | – | 123 |
|
|
2024
Q1 | $250K | Buy |
+4,682
| New | +$250K | 0.13% | 86 |
|
|
2022
Q2 | – | Sell |
-5,371
| Closed | -$253K | – | 116 |
|
|
2022
Q1 | $253K | Buy |
5,371
+171
| +3% | +$8.06K | 0.13% | 100 |
|
|
2021
Q4 | $259K | Buy |
+5,200
| New | +$259K | 0.12% | 88 |
|