Sovereign Financial Group’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 | $318K | Buy |
5,850
+55
| +0.9% | +$2.99K | 0.07% | 237 |
|
|
2025
Q1 | $297K | Hold |
5,795
| – | – | 0.07% | 229 |
|
|
2024
Q4 | $317K | Buy |
5,795
+912
| +19% | +$49.9K | 0.07% | 229 |
|
|
2024
Q3 | $267K | Hold |
4,883
| – | – | 0.06% | 239 |
|
|
2024
Q2 | $250K | Hold |
4,883
| – | – | 0.06% | 239 |
|
|
2024
Q1 | $260K | Buy |
4,883
+1
| +0% | +$53 | 0.07% | 232 |
|
|
2023
Q4 | $238K | Sell |
4,882
-62
| -1% | -$3.02K | 0.07% | 215 |
|
|
2023
Q3 | $216K | Sell |
4,944
-4,780
| -49% | -$209K | 0.08% | 212 |
|
|
2023
Q2 | $446K | Sell |
9,724
-92
| -0.9% | -$4.22K | 0.15% | 148 |
|
|
2023
Q1 | $431K | Sell |
9,816
-62
| -0.6% | -$2.72K | 0.16% | 140 |
|
|
2022
Q4 | $420K | Buy |
9,878
+691
| +8% | +$29.4K | 0.17% | 138 |
|
|
2022
Q3 | $354K | Buy |
9,187
+1
| +0% | +$39 | 0.14% | 137 |
|
|
2022
Q2 | $365K | Hold |
9,186
| – | – | 0.14% | 135 |
|
|
2022
Q1 | $433K | Buy |
9,186
+4,618
| +101% | +$218K | 0.16% | 134 |
|
|
2021
Q4 | $227K | Sell |
4,568
-30
| -0.7% | -$1.49K | 0.09% | 183 |
|
|
2021
Q3 | $212K | Sell |
4,598
-80
| -2% | -$3.69K | 0.12% | 160 |
|
|
2021
Q2 | $214K | Sell |
4,678
-38
| -0.8% | -$1.74K | 0.13% | 155 |
|
|
2021
Q1 | $216K | Buy |
+4,716
| New | +$216K | 0.14% | 153 |
|