SMA
Sage Mountain Advisors’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 | $768K | Hold |
14,116
| – | – | 0.05% | 177 |
|
|
2025
Q1 | $722K | Hold |
14,116
| – | – | 0.05% | 166 |
|
|
2024
Q4 | $772K | Hold |
14,116
| – | – | 0.06% | 151 |
|
|
2024
Q3 | $772K | Hold |
14,116
| – | – | 0.07% | 142 |
|
|
2024
Q2 | $724K | Buy |
14,116
+324
| +2% | +$16.6K | 0.07% | 130 |
|
|
2024
Q1 | $736K | Buy |
13,792
+1,693
| +14% | +$90.3K | 0.08% | 118 |
|
|
2023
Q4 | $589K | Hold |
12,099
| – | – | 0.07% | 118 |
|
|
2023
Q3 | $530K | Sell |
12,099
-310
| -2% | -$13.6K | 0.07% | 113 |
|
|
2023
Q2 | $569K | Sell |
12,409
-232
| -2% | -$10.6K | 0.08% | 104 |
|
|
2023
Q1 | $555K | Hold |
12,641
| – | – | 0.09% | 93 |
|
|
2022
Q4 | $537K | Sell |
12,641
-2,536
| -17% | -$108K | 0.12% | 67 |
|
|
2022
Q3 | $585K | Hold |
15,177
| – | – | 0.16% | 56 |
|
|
2022
Q2 | $602K | Hold |
15,177
| – | – | 0.11% | 182 |
|
|
2022
Q1 | $716K | Sell |
15,177
-2,017
| -12% | -$95.2K | 0.11% | 187 |
|
|
2021
Q4 | $855K | Hold |
17,194
| – | – | 0.1% | 182 |
|
|
2021
Q3 | $794K | Buy |
+17,194
| New | +$794K | 0.11% | 171 |
|