Resonant Capital 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 | $5.96M | Buy |
109,559
+22,069
| +25% | +$1.2M | 0.38% | 52 |
|
|
2025
Q1 | $4.48M | Buy |
87,490
+3,286
| +4% | +$168K | 0.31% | 62 |
|
|
2024
Q4 | $4.61M | Sell |
84,204
-3,690
| -4% | -$202K | 0.34% | 62 |
|
|
2024
Q3 | $4.81M | Sell |
87,894
-372
| -0.4% | -$20.3K | 0.35% | 57 |
|
|
2024
Q2 | $4.53M | Buy |
88,266
+2,529
| +3% | +$130K | 0.37% | 61 |
|
|
2024
Q1 | $4.57M | Sell |
85,737
-669
| -0.8% | -$35.7K | 0.39% | 54 |
|
|
2023
Q4 | $4.21M | Sell |
86,406
-1,146
| -1% | -$55.8K | 0.41% | 50 |
|
|
2023
Q3 | $3.83M | Sell |
87,552
-4,891
| -5% | -$214K | 0.41% | 56 |
|
|
2023
Q2 | $4.24M | Sell |
92,443
-15,061
| -14% | -$691K | 0.46% | 51 |
|
|
2023
Q1 | $4.72M | Buy |
107,504
+3,082
| +3% | +$135K | 0.54% | 46 |
|
|
2022
Q4 | $4.44M | Buy |
104,422
+6,098
| +6% | +$259K | 0.55% | 44 |
|
|
2022
Q3 | $3.79M | Sell |
98,324
-1,960
| -2% | -$75.6K | 0.58% | 46 |
|
|
2022
Q2 | $3.98M | Buy |
100,284
+55,460
| +124% | +$2.2M | 0.62% | 48 |
|
|
2022
Q1 | $2.13M | Buy |
+44,824
| New | +$2.13M | 0.32% | 74 |
|