SAA
Southeast Asset 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 | – | Sell |
-22,950
| Closed | -$1.17M | – | 196 |
|
|
2025
Q1 | $1.17M | Hold |
22,950
| – | – | 0.14% | 84 |
|
|
2024
Q4 | $1.26M | Hold |
22,950
| – | – | 0.15% | 77 |
|
|
2024
Q3 | $1.25M | Hold |
22,950
| – | – | 0.14% | 78 |
|
|
2024
Q2 | $1.18M | Hold |
22,950
| – | – | 0.14% | 76 |
|
|
2024
Q1 | $1.22M | Hold |
22,950
| – | – | 0.15% | 78 |
|
|
2023
Q4 | $1.12M | Hold |
22,950
| – | – | 0.15% | 81 |
|
|
2023
Q3 | $1M | Hold |
22,950
| – | – | 0.14% | 78 |
|
|
2023
Q2 | $1.05M | Buy |
+22,950
| New | +$1.05M | 0.15% | 70 |
|