PSI Advisors’s State Street 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12.1M | Buy |
204,562
+18,609
| +10% | +$1.13M | 2.9% | 8 |
|
|
2025
Q4 | $10.8M | Sell |
185,953
-11,292
| -6% | -$649K | 2.7% | 8 |
|
|
2025
Q3 | $11.3M | Buy |
197,245
+3,688
| +2% | +$208K | 2.91% | 8 |
|
|
2025
Q2 | $10.5M | Buy |
193,557
+1,638
| +0.9% | +$84.4K | 5.17% | 4 |
|
|
2025
Q1 | $9.82M | Buy |
191,919
+6,848
| +4% | +$373K | 3.2% | 8 |
|
|
2024
Q4 | $10.1M | Buy |
185,071
+3,824
| +2% | +$215K | 3% | 8 |
|
|
2024
Q3 | $9.91M | Buy |
181,247
+3,215
| +2% | +$170K | 2.9% | 8 |
|
|
2024
Q2 | $9.13M | Buy |
178,032
+15,388
| +9% | +$794K | 2.89% | 9 |
|
|
2024
Q1 | $8.68M | Sell |
162,644
-15,247
| -9% | -$758K | 3.13% | 6 |
|
|
2023
Q4 | $8.67M | Buy |
177,891
+34,570
| +24% | +$1.54M | 3.24% | 4 |
|
|
2023
Q3 | $6.28M | Buy |
143,321
+19,396
| +16% | +$892K | 2.72% | 8 |
|
|
2023
Q2 | $5.69M | Sell |
123,925
-47,296
| -28% | -$2.07M | 2.5% | 8 |
|
|
2023
Q1 | $7.52M | Buy |
171,221
+16,855
| +11% | +$754K | 3.63% | 5 |
|
|
2022
Q4 | $6.56M | Buy |
154,366
+21,874
| +17% | +$929K | 3.49% | 5 |
|
|
2022
Q3 | $5.11M | Buy |
132,492
+24,675
| +23% | +$1.05M | 2.68% | 7 |
|
|
2022
Q2 | $4.28M | Sell |
107,817
-6,649
| -6% | -$288K | 2.1% | 9 |
|
|
2022
Q1 | $5.4M | Buy |
114,466
+9,704
| +9% | +$454K | 2.22% | 9 |
|
|
2021
Q4 | $5.21M | Buy |
104,762
+24,400
| +30% | +$1.19M | 2.12% | 9 |
|
|
2021
Q3 | $3.71M | Buy |
80,362
+8,952
| +13% | +$423K | 1.7% | 12 |
|
|
2021
Q2 | $3.37M | Buy |
71,410
+6,286
| +10% | +$298K | 1.78% | 13 |
|
|
2021
Q1 | $2.98M | Buy |
65,124
+49,029
| +305% | +$2.15M | 1.76% | 14 |
|
|
2020
Q4 | $650K | Buy |
16,095
+8,916
| +124% | +$331K | 0.45% | 53 |
|
|
2020
Q3 | $234K | Buy |
+7,179
| New | +$236K | 0.18% | 103 |
|
Other funds holding SPMD
VA
AG
FWI
