Strategic Investment Advisors’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
Q1 | – | Sell |
-3,973
| Closed | -$217K | – | 252 |
|
|
2024
Q4 | $217K | Sell |
3,973
-246
| -6% | -$13.5K | 0.02% | 228 |
|
|
2024
Q3 | $231K | Buy |
4,219
+144
| +4% | +$7.87K | 0.03% | 228 |
|
|
2024
Q2 | $209K | Buy |
4,075
+69
| +2% | +$3.54K | 0.03% | 231 |
|
|
2024
Q1 | $214K | Sell |
4,006
-1,459
| -27% | -$77.8K | 0.03% | 237 |
|
|
2023
Q4 | $266K | Sell |
5,465
-582
| -10% | -$28.4K | 0.04% | 211 |
|
|
2023
Q3 | $265K | Sell |
6,047
-396
| -6% | -$17.3K | 0.04% | 212 |
|
|
2023
Q2 | $296K | Sell |
6,443
-438
| -6% | -$20.1K | 0.04% | 169 |
|
|
2023
Q1 | $302K | Sell |
6,881
-155
| -2% | -$6.81K | 0.05% | 200 |
|
|
2022
Q4 | $299K | Buy |
+7,036
| New | +$299K | 0.06% | 188 |
|
|
2022
Q3 | – | Sell |
-8,005
| Closed | -$318K | – | 205 |
|
|
2022
Q2 | $318K | Sell |
8,005
-73
| -0.9% | -$2.9K | 0.06% | 175 |
|
|
2022
Q1 | $381K | Buy |
8,078
+1,577
| +24% | +$74.4K | 0.07% | 170 |
|
|
2021
Q4 | $323K | Sell |
6,501
-610
| -9% | -$30.3K | 0.06% | 175 |
|
|
2021
Q3 | $328K | Buy |
7,111
+1
| +0% | +$46 | 0.07% | 169 |
|
|
2021
Q2 | $336K | Sell |
7,110
-657
| -8% | -$31K | 0.08% | 174 |
|
|
2021
Q1 | $355K | Sell |
7,767
-548
| -7% | -$25K | 0.09% | 173 |
|
|
2020
Q4 | $336K | Sell |
8,315
-1,109
| -12% | -$44.8K | 0.1% | 163 |
|
|
2020
Q3 | $307K | Sell |
9,424
-251
| -3% | -$8.18K | 0.1% | 135 |
|
|
2020
Q2 | $302K | Buy |
+9,675
| New | +$302K | 0.11% | 131 |
|