Strategic Financial Planning’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 | $590K | Buy |
10,851
+1,154
| +12% | +$62.8K | 0.37% | 29 |
|
|
2025
Q1 | $496K | Buy |
9,697
+1,061
| +12% | +$54.3K | 0.34% | 29 |
|
|
2024
Q4 | $472K | Buy |
8,636
+169
| +2% | +$9.24K | 0.32% | 29 |
|
|
2024
Q3 | $463K | Buy |
8,467
+1
| +0% | +$55 | 0.31% | 29 |
|
|
2024
Q2 | $434K | Buy |
8,466
+2,587
| +44% | +$133K | 0.31% | 30 |
|
|
2024
Q1 | $314K | Buy |
5,879
+98
| +2% | +$5.23K | 0.23% | 30 |
|
|
2023
Q4 | $282K | Buy |
5,781
+95
| +2% | +$4.63K | 0.22% | 31 |
|
|
2023
Q3 | $249K | Sell |
5,686
-246
| -4% | -$10.8K | 0.23% | 29 |
|
|
2023
Q2 | $272K | Buy |
5,932
+4
| +0.1% | +$184 | 0.24% | 29 |
|
|
2023
Q1 | $260K | Sell |
5,928
-59
| -1% | -$2.59K | 0.24% | 30 |
|
|
2022
Q4 | $254K | Buy |
5,987
+252
| +4% | +$10.7K | 0.25% | 30 |
|
|
2022
Q3 | $221K | Buy |
+5,735
| New | +$221K | 0.23% | 32 |
|
|
2022
Q1 | – | Sell |
-5,136
| Closed | -$255K | – | 35 |
|
|
2021
Q4 | $255K | Buy |
5,136
+500
| +11% | +$24.8K | 0.18% | 31 |
|
|
2021
Q3 | $214K | Buy |
4,636
+191
| +4% | +$8.82K | 0.16% | 31 |
|
|
2021
Q2 | $210K | Sell |
4,445
-1,680
| -27% | -$79.4K | 0.15% | 32 |
|
|
2021
Q1 | $280K | Buy |
6,125
+846
| +16% | +$38.7K | 0.21% | 30 |
|
|
2020
Q4 | $213K | Buy |
+5,279
| New | +$213K | 0.19% | 32 |
|