Sterling Investment Advisors (Pennsylvania)’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.27M | Sell |
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|
2025
Q2 | $2.19M | Buy |
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|
2025
Q1 | $2M | Buy |
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|
2024
Q4 | $1.78M | Sell |
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|
2024
Q3 | $1.8M | Buy |
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|
2024
Q2 | $1.57M | Buy |
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|
2024
Q1 | $1.62M | Buy |
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|
2023
Q4 | $1.45M | Buy |
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|
2023
Q3 | $1.16M | Buy |
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|
2023
Q2 | $1.18M | Buy |
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|
2023
Q1 | $1.05M | Buy |
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|
2022
Q4 | $870K | Buy |
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|
2022
Q3 | $730K | Sell |
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|
2022
Q2 | $754K | Buy |
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|
2022
Q1 | $882K | Sell |
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|
2021
Q4 | $945K | Hold |
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|
2021
Q3 | $877K | Sell |
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|
2021
Q2 | $906K | Hold |
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|
2021
Q1 | $879K | Hold |
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|
2020
Q4 | $776K | Sell |
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|
2020
Q3 | $643K | Sell |
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|
2020
Q2 | $643K | Buy |
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|
2020
Q1 | $509K | Sell |
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|
2019
Q4 | $757K | Sell |
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|
2019
Q3 | $715K | Hold |
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|
2019
Q2 | $719K | Buy |
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|
2019
Q1 | $697K | Buy |
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|
2018
Q4 | $426K | Buy |
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|
2018
Q3 | $222K | Buy |
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