Rehmann Capital Advisory Group’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
Q1 | – | Sell |
-47,865
| Closed | -$2.62M | – | 620 |
|
2024
Q4 | $2.62M | Buy |
47,865
+12,642
| +36% | +$691K | 0.17% | 101 |
|
2024
Q3 | $1.93M | Buy |
35,223
+3,150
| +10% | +$172K | 0.13% | 128 |
|
2024
Q2 | $1.65M | Buy |
32,073
+5,772
| +22% | +$296K | 0.12% | 142 |
|
2024
Q1 | $1.4M | Buy |
26,301
+5,617
| +27% | +$300K | 0.1% | 153 |
|
2023
Q4 | $1.01M | Buy |
20,684
+1,884
| +10% | +$91.8K | 0.08% | 191 |
|
2023
Q3 | $819K | Buy |
18,800
+1,348
| +8% | +$58.7K | 0.08% | 202 |
|
2023
Q2 | $799K | Buy |
+17,452
| New | +$799K | 0.07% | 220 |
|
2020
Q2 | – | Sell |
-10,413
| Closed | -$272K | – | 441 |
|
2020
Q1 | $272K | Buy |
+10,413
| New | +$272K | 0.04% | 304 |
|
2019
Q3 | – | Sell |
-2,324
| Closed | -$79.2K | – | 2063 |
|
2019
Q2 | $79.2K | Buy |
2,324
+1,438
| +162% | +$49K | 0.01% | 687 |
|
2019
Q1 | $29.5K | Sell |
886
-434
| -33% | -$14.5K | ﹤0.01% | 989 |
|
2018
Q4 | $38.8K | Buy |
+1,320
| New | +$38.8K | 0.01% | 669 |
|