RPGK
Retirement Planning Group (Kansas)’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 | $3.02M | Sell |
55,526
-8,572
| -13% | -$466K | 0.13% | 63 |
|
|
2025
Q1 | $3.28M | Buy |
64,098
+1,820
| +3% | +$93.1K | 0.15% | 53 |
|
|
2024
Q4 | $3.41M | Sell |
62,278
-3,694
| -6% | -$202K | 0.17% | 51 |
|
|
2024
Q3 | $3.61M | Buy |
65,972
+2,081
| +3% | +$114K | 0.2% | 57 |
|
|
2024
Q2 | $3.28M | Sell |
63,891
-280,859
| -81% | -$14.4M | 0.21% | 48 |
|
|
2024
Q1 | $18.4M | Buy |
344,750
+30,524
| +10% | +$1.63M | 1.41% | 13 |
|
|
2023
Q4 | $15.3M | Buy |
314,226
+33,727
| +12% | +$1.64M | 1.37% | 15 |
|
|
2023
Q3 | $12.3M | Buy |
280,499
+9,547
| +4% | +$418K | 1.3% | 13 |
|
|
2023
Q2 | $12.4M | Buy |
270,952
+6,363
| +2% | +$292K | 1.24% | 13 |
|
|
2023
Q1 | $11.6M | Buy |
264,589
+40,854
| +18% | +$1.8M | 1.24% | 13 |
|
|
2022
Q4 | $9.51M | Sell |
223,735
-865
| -0.4% | -$36.8K | 1.09% | 13 |
|
|
2022
Q3 | $8.66M | Sell |
224,600
-2,940
| -1% | -$113K | 1.09% | 15 |
|
|
2022
Q2 | $9.03M | Sell |
227,540
-67,633
| -23% | -$2.68M | 1.11% | 13 |
|
|
2022
Q1 | $13.9M | Sell |
295,173
-647,169
| -69% | -$30.5M | 1.52% | 12 |
|
|
2021
Q4 | $46.9M | Buy |
942,342
+33,611
| +4% | +$1.67M | 4.53% | 9 |
|
|
2021
Q3 | $41.9M | Buy |
908,731
+71,889
| +9% | +$3.32M | 4.77% | 8 |
|
|
2021
Q2 | $39.5M | Buy |
836,842
+58,761
| +8% | +$2.77M | 4.54% | 9 |
|
|
2021
Q1 | $35.6M | Sell |
778,081
-23,625
| -3% | -$1.08M | 4.9% | 8 |
|
|
2020
Q4 | $32.4M | Sell |
801,706
-57,012
| -7% | -$2.3M | 4.69% | 8 |
|
|
2020
Q3 | $28M | Buy |
858,718
+270,492
| +46% | +$8.83M | 4.57% | 10 |
|
|
2020
Q2 | $18.4M | Buy |
588,226
+406,940
| +224% | +$12.7M | 3.38% | 14 |
|
|
2020
Q1 | $4.59M | Buy |
181,286
+24,867
| +16% | +$630K | 1.1% | 13 |
|
|
2019
Q4 | $5.67M | Sell |
156,419
-1,623
| -1% | -$58.8K | 1.13% | 15 |
|
|
2019
Q3 | $5.36M | Sell |
158,042
-113,488
| -42% | -$3.85M | 1.13% | 14 |
|
|
2019
Q2 | $9.25M | Buy |
271,530
+14,116
| +5% | +$481K | 2.1% | 11 |
|
|
2019
Q1 | $8.58M | Buy |
257,414
+30,767
| +14% | +$1.03M | 2.07% | 11 |
|
|
2018
Q4 | $6.67M | Buy |
226,647
+12,067
| +6% | +$355K | 1.78% | 13 |
|
|
2018
Q3 | $7.76M | Buy |
214,580
+17,221
| +9% | +$623K | 2% | 10 |
|
|
2018
Q2 | $6.88M | Buy |
+197,359
| New | +$6.88M | 1.85% | 10 |
|