Sowell Financial Services’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 | $290K | Sell |
5,324
-97
| -2% | -$5.28K | 0.01% | 803 |
|
|
2025
Q1 | $277K | Buy |
+5,421
| New | +$277K | 0.01% | 801 |
|
|
2021
Q3 | – | Sell |
-82,177
| Closed | -$3.88M | – | 551 |
|
|
2021
Q2 | $3.88M | Sell |
82,177
-7,047
| -8% | -$333K | 0.26% | 111 |
|
|
2021
Q1 | $4.29M | Buy |
89,224
+49,359
| +124% | +$2.37M | 0.15% | 134 |
|
|
2020
Q4 | $1.61M | Buy |
+39,865
| New | +$1.61M | 0.07% | 242 |
|
|
2020
Q2 | – | Sell |
-3,016
| Closed | -$76K | – | 2667 |
|
|
2020
Q1 | $76K | Sell |
3,016
-6,753
| -69% | -$170K | 0.01% | 922 |
|
|
2019
Q4 | $354K | Sell |
9,769
-2,653
| -21% | -$96.1K | 0.03% | 552 |
|
|
2019
Q3 | $421K | Buy |
+12,422
| New | +$421K | 0.03% | 454 |
|