SageView Advisory Group’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 | $283K | Sell |
5,035
-1,631
| -24% | -$91.8K | 0.01% | 510 |
|
|
2025
Q1 | $341K | Sell |
6,666
-336
| -5% | -$17.2K | 0.01% | 435 |
|
|
2024
Q4 | $383K | Buy |
+7,002
| New | +$383K | 0.02% | 389 |
|
|
2024
Q3 | – | Sell |
-5,843
| Closed | -$300K | – | 571 |
|
|
2024
Q2 | $300K | Buy |
+5,843
| New | +$300K | 0.01% | 430 |
|
|
2024
Q1 | – | Sell |
-5,890
| Closed | -$287K | – | 806 |
|
|
2023
Q4 | $287K | Buy |
+5,890
| New | +$287K | 0.01% | 524 |
|