Summit Investment Advisory Services’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 | – | Sell |
-24,764
| Closed | -$1.27M | – | 100 |
|
|
2025
Q1 | $1.27M | Sell |
24,764
-7,705
| -24% | -$394K | 0.62% | 22 |
|
|
2024
Q4 | $1.78M | Buy |
32,469
+2,558
| +9% | +$140K | 0.92% | 18 |
|
|
2024
Q3 | $1.64M | Buy |
+29,911
| New | +$1.64M | 0.87% | 20 |
|
|
2024
Q2 | – | Sell |
-24,351
| Closed | -$1.3M | – | 86 |
|
|
2024
Q1 | $1.3M | Buy |
24,351
+870
| +4% | +$46.4K | 0.77% | 22 |
|
|
2023
Q4 | $1.14M | Buy |
23,481
+5,422
| +30% | +$264K | 0.72% | 22 |
|
|
2023
Q3 | $791K | Buy |
18,059
+335
| +2% | +$14.7K | 0.59% | 23 |
|
|
2023
Q2 | $813K | Buy |
17,724
+267
| +2% | +$12.3K | 0.54% | 24 |
|
|
2023
Q1 | $767K | Buy |
17,457
+2,114
| +14% | +$92.9K | 0.55% | 22 |
|
|
2022
Q4 | $652K | Buy |
+15,343
| New | +$652K | 0.79% | 18 |
|