Steward Partners Investment Advisory’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 | $418K | Buy |
7,695
+6,065
| +372% | +$330K | ﹤0.01% | 1389 |
|
|
2025
Q1 | $83.4K | Buy |
1,630
+12
| +0.7% | +$614 | ﹤0.01% | 2118 |
|
|
2024
Q4 | $88.5K | Buy |
1,618
+64
| +4% | +$3.5K | ﹤0.01% | 2044 |
|
|
2024
Q3 | $85K | Sell |
1,554
-55
| -3% | -$3.01K | ﹤0.01% | 1962 |
|
|
2024
Q2 | $82.5K | Buy |
1,609
+79
| +5% | +$4.05K | ﹤0.01% | 1869 |
|
|
2024
Q1 | $81.6K | Hold |
1,530
| – | – | ﹤0.01% | 1866 |
|
|
2023
Q4 | $74.5K | Buy |
1,530
+31
| +2% | +$1.51K | ﹤0.01% | 1811 |
|
|
2023
Q3 | $65.6K | Hold |
1,499
| – | – | ﹤0.01% | 1780 |
|
|
2023
Q2 | $68.8K | Hold |
1,499
| – | – | ﹤0.01% | 1750 |
|
|
2023
Q1 | $65.9K | Sell |
1,499
-1,977
| -57% | -$86.9K | ﹤0.01% | 1752 |
|
|
2022
Q4 | $148K | Buy |
3,476
+1,977
| +132% | +$84K | ﹤0.01% | 1382 |
|
|
2022
Q3 | $58K | Buy |
1,499
+23
| +2% | +$890 | ﹤0.01% | 1721 |
|
|
2022
Q2 | $59K | Sell |
1,476
-28
| -2% | -$1.12K | ﹤0.01% | 1725 |
|
|
2022
Q1 | $71K | Hold |
1,504
| – | – | ﹤0.01% | 1751 |
|
|
2021
Q4 | $75K | Hold |
1,504
| – | – | ﹤0.01% | 1718 |
|
|
2021
Q3 | $69K | Buy |
1,504
+60
| +4% | +$2.75K | ﹤0.01% | 1727 |
|
|
2021
Q2 | $68K | Hold |
1,444
| – | – | ﹤0.01% | 2770 |
|
|
2021
Q1 | $66.1K | Buy |
1,444
+4
| +0.3% | +$183 | ﹤0.01% | 1844 |
|
|
2020
Q4 | $58K | Sell |
1,440
-20
| -1% | -$806 | ﹤0.01% | 1601 |
|
|
2020
Q3 | $48K | Buy |
1,460
+75
| +5% | +$2.47K | ﹤0.01% | 1517 |
|
|
2020
Q2 | $43K | Buy |
1,385
+74
| +6% | +$2.3K | ﹤0.01% | 1478 |
|
|
2020
Q1 | $33K | Sell |
1,311
-1,194
| -48% | -$30.1K | ﹤0.01% | 1421 |
|
|
2019
Q4 | $90K | Hold |
2,505
| – | – | ﹤0.01% | 1167 |
|
|
2019
Q3 | $84K | Hold |
2,505
| – | – | ﹤0.01% | 1158 |
|
|
2019
Q2 | $85K | Buy |
+2,505
| New | +$85K | ﹤0.01% | 1120 |
|
|
2018
Q4 | – | Sell |
-28,660
| Closed | -$1.04M | – | 1963 |
|
|
2018
Q3 | $1.04M | Buy |
28,660
+2,246
| +9% | +$81.2K | 0.05% | 334 |
|
|
2018
Q2 | $921K | Buy |
26,414
+23,909
| +954% | +$834K | 0.06% | 315 |
|
|
2018
Q1 | $83K | Sell |
2,505
-120
| -5% | -$3.98K | 0.01% | 831 |
|
|
2017
Q4 | $87K | Buy |
2,625
+2,505
| +2,088% | +$83K | 0.01% | 670 |
|
|
2017
Q3 | $3K | Hold |
120
| – | – | ﹤0.01% | 1430 |
|
|
2017
Q2 | $3K | Hold |
120
| – | – | ﹤0.01% | 1357 |
|
|
2017
Q1 | $3K | Buy |
+120
| New | +$3K | ﹤0.01% | 1255 |
|