Roman Butler Fullerton & Co’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 | $291K | Buy |
5,155
+483
| +10% | +$27.3K | 0.09% | 190 |
|
|
2025
Q1 | $225K | Buy |
4,672
+110
| +2% | +$5.3K | 0.09% | 195 |
|
|
2024
Q4 | $259K | Sell |
4,562
-491
| -10% | -$27.9K | 0.08% | 199 |
|
|
2024
Q3 | $280K | Buy |
5,053
+17
| +0.3% | +$943 | 0.08% | 207 |
|
|
2024
Q2 | $258K | Buy |
5,036
+19
| +0.4% | +$973 | 0.08% | 190 |
|
|
2024
Q1 | $252K | Buy |
5,017
+14
| +0.3% | +$703 | 0.09% | 188 |
|
|
2023
Q4 | $242K | Buy |
+5,003
| New | +$242K | 0.09% | 183 |
|