TA
Tiedemann 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $252M | Sell |
5,749,413
-42,626
| -0.7% | -$1.87M | 10.8% | 3 |
|
2023
Q2 | $266M | Sell |
5,792,039
-205,737
| -3% | -$9.44M | 11.3% | 2 |
|
2023
Q1 | $264M | Sell |
5,997,776
-793,914
| -12% | -$34.9M | 11.97% | 1 |
|
2022
Q4 | $289M | Sell |
6,791,690
-43,457
| -0.6% | -$1.85M | 13.83% | 1 |
|
2022
Q3 | $264M | Sell |
6,835,147
-75,596
| -1% | -$2.92M | 15.98% | 1 |
|
2022
Q2 | $274M | Buy |
6,910,743
+408,008
| +6% | +$16.2M | 20.64% | 1 |
|
2022
Q1 | $307M | Sell |
6,502,735
-199,948
| -3% | -$9.43M | 15.58% | 1 |
|
2021
Q4 | $333M | Sell |
6,702,683
-280,070
| -4% | -$13.9M | 16.25% | 1 |
|
2021
Q3 | $322M | Sell |
6,982,753
-611,362
| -8% | -$28.2M | 17.17% | 1 |
|
2021
Q2 | $359M | Sell |
7,594,115
-66,062
| -0.9% | -$3.12M | 14.36% | 1 |
|
2021
Q1 | $351M | Buy |
7,660,177
+120,375
| +2% | +$5.51M | 15.35% | 1 |
|
2020
Q4 | $305M | Sell |
7,539,802
-30,387
| -0.4% | -$1.23M | 14.74% | 1 |
|
2020
Q3 | $247M | Buy |
7,570,189
+20,443
| +0.3% | +$667K | 11.93% | 1 |
|
2020
Q2 | $236M | Buy |
7,549,746
+2,819,229
| +60% | +$88.1M | 12.54% | 1 |
|
2020
Q1 | $120M | Buy |
+4,730,517
| New | +$120M | 7.76% | 1 |
|