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PSI 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 | $10.5M | Buy |
193,557
+1,638
| +0.9% | +$89.1K | 5.17% | 4 |
|
|
2025
Q1 | $9.82M | Buy |
191,919
+6,848
| +4% | +$350K | 3.2% | 8 |
|
|
2024
Q4 | $10.1M | Buy |
185,071
+3,824
| +2% | +$209K | 3% | 8 |
|
|
2024
Q3 | $9.91M | Buy |
181,247
+3,215
| +2% | +$176K | 2.9% | 8 |
|
|
2024
Q2 | $9.13M | Buy |
178,032
+15,388
| +9% | +$789K | 2.89% | 9 |
|
|
2024
Q1 | $8.68M | Sell |
162,644
-15,247
| -9% | -$813K | 3.13% | 6 |
|
|
2023
Q4 | $8.67M | Buy |
177,891
+34,570
| +24% | +$1.68M | 3.24% | 4 |
|
|
2023
Q3 | $6.28M | Buy |
143,321
+19,396
| +16% | +$849K | 2.72% | 8 |
|
|
2023
Q2 | $5.69M | Sell |
123,925
-47,296
| -28% | -$2.17M | 2.5% | 8 |
|
|
2023
Q1 | $7.52M | Buy |
171,221
+16,855
| +11% | +$741K | 3.63% | 5 |
|
|
2022
Q4 | $6.56M | Buy |
154,366
+21,874
| +17% | +$930K | 3.49% | 5 |
|
|
2022
Q3 | $5.11M | Buy |
132,492
+24,675
| +23% | +$951K | 2.68% | 7 |
|
|
2022
Q2 | $4.28M | Sell |
107,817
-6,649
| -6% | -$264K | 2.1% | 9 |
|
|
2022
Q1 | $5.4M | Buy |
114,466
+9,704
| +9% | +$458K | 2.22% | 9 |
|
|
2021
Q4 | $5.21M | Buy |
104,762
+24,400
| +30% | +$1.21M | 2.12% | 9 |
|
|
2021
Q3 | $3.71M | Buy |
80,362
+8,952
| +13% | +$413K | 1.7% | 12 |
|
|
2021
Q2 | $3.37M | Buy |
71,410
+6,286
| +10% | +$297K | 1.78% | 13 |
|
|
2021
Q1 | $2.98M | Buy |
65,124
+49,029
| +305% | +$2.24M | 1.76% | 14 |
|
|
2020
Q4 | $650K | Buy |
16,095
+8,916
| +124% | +$360K | 0.45% | 53 |
|
|
2020
Q3 | $234K | Buy |
+7,179
| New | +$234K | 0.18% | 103 |
|