Retirement Planning Company of New England’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 | $848K | Sell |
15,589
-17
| -0.1% | -$924 | 0.38% | 71 |
|
|
2025
Q1 | $799K | Buy |
15,606
+191
| +1% | +$9.78K | 0.4% | 75 |
|
|
2024
Q4 | $843K | Buy |
15,415
+653
| +4% | +$35.7K | 0.41% | 66 |
|
|
2024
Q3 | $807K | Buy |
14,762
+354
| +2% | +$19.4K | 0.4% | 74 |
|
|
2024
Q2 | $739K | Buy |
14,408
+581
| +4% | +$29.8K | 0.4% | 71 |
|
|
2024
Q1 | $738K | Buy |
13,827
+1,101
| +9% | +$58.7K | 0.4% | 76 |
|
|
2023
Q4 | $620K | Buy |
12,726
+3,193
| +33% | +$156K | 0.28% | 106 |
|
|
2023
Q3 | $417K | Sell |
9,533
-1,540
| -14% | -$67.4K | 0.23% | 114 |
|
|
2023
Q2 | $508K | Buy |
11,073
+424
| +4% | +$19.5K | 0.29% | 107 |
|
|
2023
Q1 | $468K | Buy |
10,649
+855
| +9% | +$37.6K | 0.28% | 112 |
|
|
2022
Q4 | $416K | Buy |
9,794
+488
| +5% | +$20.7K | 0.27% | 115 |
|
|
2022
Q3 | $358K | Buy |
9,306
+594
| +7% | +$22.9K | 0.26% | 118 |
|
|
2022
Q2 | $345K | Buy |
8,712
+1,365
| +19% | +$54.1K | 0.24% | 128 |
|
|
2022
Q1 | $346K | Buy |
7,347
+819
| +13% | +$38.6K | 0.2% | 147 |
|
|
2021
Q4 | $324K | Buy |
+6,528
| New | +$324K | 0.16% | 151 |
|