SA
Stewardship Advisors’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 | $5.55M | Buy |
102,149
+890
| +0.9% | +$48.4K | 1.41% | 20 |
|
|
2025
Q1 | $5.18M | Buy |
101,259
+1,806
| +2% | +$92.4K | 1.4% | 22 |
|
|
2024
Q4 | $5.44M | Sell |
99,453
-489
| -0.5% | -$26.7K | 1.51% | 16 |
|
|
2024
Q3 | $5.46M | Sell |
99,942
-39,807
| -28% | -$2.18M | 1.54% | 16 |
|
|
2024
Q2 | $7.17M | Buy |
139,749
+17,044
| +14% | +$874K | 2.37% | 10 |
|
|
2024
Q1 | $6.55M | Buy |
+122,705
| New | +$6.55M | 2.24% | 13 |
|
|
2020
Q1 | – | Sell |
-82,385
| Closed | -$2.99M | – | 48 |
|
|
2019
Q4 | $2.99M | Buy |
+82,385
| New | +$2.99M | 1.88% | 21 |
|