SPA
Sentinel Pension 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 | $368K | Buy |
6,766
+27
| +0.4% | +$1.47K | 0.06% | 93 |
|
2025
Q1 | $345K | Buy |
6,739
+23
| +0.3% | +$1.18K | 0.06% | 90 |
|
2024
Q4 | $367K | Buy |
6,716
+25
| +0.4% | +$1.37K | 0.07% | 85 |
|
2024
Q3 | $366K | Buy |
6,691
+24
| +0.4% | +$1.31K | 0.07% | 88 |
|
2024
Q2 | $342K | Buy |
6,667
+27
| +0.4% | +$1.39K | 0.07% | 86 |
|
2024
Q1 | $354K | Sell |
6,640
-397
| -6% | -$21.2K | 0.08% | 76 |
|
2023
Q4 | $343K | Buy |
7,037
+75
| +1% | +$3.65K | 0.08% | 74 |
|
2023
Q3 | $305K | Buy |
6,962
+26
| +0.4% | +$1.14K | 0.07% | 79 |
|
2023
Q2 | $318K | Buy |
6,936
+28
| +0.4% | +$1.29K | 0.08% | 74 |
|
2023
Q1 | $296K | Buy |
6,908
+25
| +0.4% | +$1.07K | 0.08% | 75 |
|
2022
Q4 | $293K | Buy |
6,883
+25
| +0.4% | +$1.06K | 0.09% | 69 |
|
2022
Q3 | $264K | Buy |
6,858
+32
| +0.5% | +$1.23K | 0.09% | 71 |
|
2022
Q2 | $271K | Buy |
6,826
+54
| +0.8% | +$2.14K | 0.09% | 75 |
|
2022
Q1 | $319K | Buy |
6,772
+77
| +1% | +$3.63K | 0.11% | 73 |
|
2021
Q4 | $333K | Buy |
6,695
+106
| +2% | +$5.27K | 0.1% | 76 |
|
2021
Q3 | $304K | Buy |
6,589
+225
| +4% | +$10.4K | 0.1% | 73 |
|
2021
Q2 | $300K | Buy |
6,364
+22
| +0.3% | +$1.04K | 0.11% | 69 |
|
2021
Q1 | $290K | Buy |
6,342
+441
| +7% | +$20.2K | 0.11% | 61 |
|
2020
Q4 | $238K | Buy |
+5,901
| New | +$238K | 0.09% | 68 |
|