Stratos Wealth 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
Q2 | $2.53M | Buy |
46,596
+2,642
| +6% | +$144K | 0.13% | 159 |
|
|
2025
Q1 | $2.25M | Buy |
43,954
+6,301
| +17% | +$322K | 0.12% | 159 |
|
|
2024
Q4 | $2.06M | Sell |
37,653
-1,136
| -3% | -$62.1K | 0.1% | 209 |
|
|
2024
Q3 | $2.12M | Buy |
38,789
+4,970
| +15% | +$272K | 0.1% | 227 |
|
|
2024
Q2 | $1.73M | Buy |
33,819
+2,700
| +9% | +$139K | 0.09% | 228 |
|
|
2024
Q1 | $1.66M | Buy |
31,119
+91
| +0.3% | +$4.85K | 0.1% | 230 |
|
|
2023
Q4 | $1.51M | Sell |
31,028
-640
| -2% | -$31.2K | 0.09% | 256 |
|
|
2023
Q3 | $1.39M | Sell |
31,668
-361
| -1% | -$15.8K | 0.09% | 243 |
|
|
2023
Q2 | $1.47M | Buy |
32,029
+1,299
| +4% | +$59.6K | 0.1% | 236 |
|
|
2023
Q1 | $1.35M | Buy |
30,730
+1,571
| +5% | +$69K | 0.1% | 235 |
|
|
2022
Q4 | $1.24M | Sell |
29,159
-1,492
| -5% | -$63.4K | 0.1% | 252 |
|
|
2022
Q3 | $1.18M | Sell |
30,651
-11,732
| -28% | -$452K | 0.12% | 222 |
|
|
2022
Q2 | $1.68M | Buy |
42,383
+109
| +0.3% | +$4.33K | 0.15% | 172 |
|
|
2022
Q1 | $1.99M | Buy |
42,274
+31,482
| +292% | +$1.48M | 0.16% | 161 |
|
|
2021
Q4 | $537K | Buy |
10,792
+1,651
| +18% | +$82.2K | 0.04% | 383 |
|
|
2021
Q3 | $422K | Buy |
9,141
+1,558
| +21% | +$71.9K | 0.04% | 390 |
|
|
2021
Q2 | $358K | Buy |
+7,583
| New | +$358K | 0.03% | 410 |
|
|
2020
Q2 | – | Sell |
-775
| Closed | -$20K | – | 355 |
|
|
2020
Q1 | $20K | Buy |
+775
| New | +$20K | 0.01% | 219 |
|