STA
Summit Trail 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 | $16.8M | Sell |
309,465
-25,056
| -7% | -$1.36M | 0.29% | 40 |
|
|
2025
Q1 | $17.1M | Sell |
334,521
-3,982
| -1% | -$204K | 0.56% | 20 |
|
|
2024
Q4 | $18.5M | Buy |
338,503
+71,200
| +27% | +$3.89M | 0.68% | 21 |
|
|
2024
Q3 | $14.6M | Buy |
267,303
+254,685
| +2,018% | +$13.9M | 0.36% | 36 |
|
|
2024
Q2 | $647K | Buy |
12,618
+1,981
| +19% | +$102K | 0.02% | 320 |
|
|
2024
Q1 | $567K | Hold |
10,637
| – | – | 0.02% | 314 |
|
|
2023
Q4 | $518K | Hold |
10,637
| – | – | 0.02% | 274 |
|
|
2023
Q3 | $466K | Hold |
10,637
| – | – | 0.02% | 287 |
|
|
2023
Q2 | $488K | Buy |
+10,637
| New | +$488K | 0.02% | 273 |
|