Realta Investment Advisors’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 | $979 | Hold |
18
| – | – | ﹤0.01% | 292 |
|
|
2025
Q1 | $921 | Sell |
18
-44
| -71% | -$2.25K | ﹤0.01% | 312 |
|
|
2024
Q4 | $3.42K | Sell |
62
-420
| -87% | -$23.2K | ﹤0.01% | 317 |
|
|
2024
Q3 | $26.8K | Sell |
482
-653
| -58% | -$36.3K | 0.01% | 261 |
|
|
2024
Q2 | $58.2K | Buy |
1,135
+1
| +0.1% | +$51 | 0.01% | 522 |
|
|
2024
Q1 | $60.5K | Buy |
+1,134
| New | +$60.5K | 0.01% | 535 |
|
|
2023
Q4 | – | Sell |
-1,429
| Closed | -$65.6K | – | 755 |
|
|
2023
Q3 | $65.6K | Hold |
1,429
| – | – | 0.02% | 507 |
|
|
2023
Q2 | $65.6K | Buy |
+1,429
| New | +$65.6K | 0.01% | 531 |
|
|
2023
Q1 | – | Sell |
-1,306
| Closed | -$55.5K | – | 772 |
|
|
2022
Q4 | $55.5K | Sell |
1,306
-100
| -7% | -$4.25K | 0.01% | 541 |
|
|
2022
Q3 | $54K | Buy |
+1,406
| New | +$54K | 0.01% | 526 |
|