SIAP
Sterling Investment Advisors (Pennsylvania)’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 | $2.19M | Buy |
40,306
+1,302
| +3% | +$70.8K | 0.48% | 60 |
|
|
2025
Q1 | $2M | Buy |
39,004
+6,494
| +20% | +$332K | 0.48% | 59 |
|
|
2024
Q4 | $1.78M | Sell |
32,510
-483
| -1% | -$26.4K | 0.43% | 65 |
|
|
2024
Q3 | $1.8M | Buy |
32,993
+2,294
| +7% | +$125K | 0.46% | 64 |
|
|
2024
Q2 | $1.57M | Buy |
30,699
+337
| +1% | +$17.3K | 0.43% | 63 |
|
|
2024
Q1 | $1.62M | Buy |
30,362
+561
| +2% | +$29.9K | 0.46% | 61 |
|
|
2023
Q4 | $1.45M | Buy |
29,801
+3,260
| +12% | +$159K | 0.45% | 61 |
|
|
2023
Q3 | $1.16M | Buy |
26,541
+801
| +3% | +$35.1K | 0.41% | 64 |
|
|
2023
Q2 | $1.18M | Buy |
25,740
+1,955
| +8% | +$89.7K | 0.39% | 69 |
|
|
2023
Q1 | $1.05M | Buy |
23,785
+3,325
| +16% | +$146K | 0.35% | 73 |
|
|
2022
Q4 | $870K | Buy |
20,460
+1,535
| +8% | +$65.2K | 0.31% | 82 |
|
|
2022
Q3 | $730K | Sell |
18,925
-75
| -0.4% | -$2.89K | 0.27% | 86 |
|
|
2022
Q2 | $754K | Buy |
19,000
+300
| +2% | +$11.9K | 0.26% | 85 |
|
|
2022
Q1 | $882K | Sell |
18,700
-300
| -2% | -$14.2K | 0.25% | 93 |
|
|
2021
Q4 | $945K | Hold |
19,000
| – | – | 0.27% | 86 |
|
|
2021
Q3 | $877K | Sell |
19,000
-200
| -1% | -$9.23K | 0.26% | 89 |
|
|
2021
Q2 | $906K | Hold |
19,200
| – | – | 0.27% | 88 |
|
|
2021
Q1 | $879K | Hold |
19,200
| – | – | 0.28% | 85 |
|
|
2020
Q4 | $776K | Sell |
19,200
-500
| -3% | -$20.2K | 0.26% | 85 |
|
|
2020
Q3 | $643K | Sell |
19,700
-900
| -4% | -$29.4K | 0.25% | 89 |
|
|
2020
Q2 | $643K | Buy |
20,600
+500
| +2% | +$15.6K | 0.27% | 83 |
|
|
2020
Q1 | $509K | Sell |
20,100
-800
| -4% | -$20.3K | 0.27% | 79 |
|
|
2019
Q4 | $757K | Sell |
20,900
-200
| -0.9% | -$7.24K | 0.35% | 69 |
|
|
2019
Q3 | $715K | Hold |
21,100
| – | – | 0.37% | 71 |
|
|
2019
Q2 | $719K | Buy |
21,100
+200
| +1% | +$6.82K | 0.37% | 71 |
|
|
2019
Q1 | $697K | Buy |
20,900
+6,400
| +44% | +$213K | 0.36% | 74 |
|
|
2018
Q4 | $426K | Buy |
14,500
+8,350
| +136% | +$245K | 0.25% | 82 |
|
|
2018
Q3 | $222K | Buy |
+6,150
| New | +$222K | 0.12% | 111 |
|