Tilia Fiduciary Partners’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 | $1.44M | Buy |
26,488
+1,599
| +6% | +$87K | 0.88% | 44 |
|
|
2025
Q1 | $1.27M | Buy |
24,889
+1,996
| +9% | +$102K | 0.85% | 47 |
|
|
2024
Q4 | $1.25M | Buy |
22,893
+2,917
| +15% | +$160K | 0.85% | 45 |
|
|
2024
Q3 | $1.09M | Sell |
19,976
-383
| -2% | -$20.9K | 0.76% | 46 |
|
|
2024
Q2 | $1.04M | Buy |
20,359
+3,369
| +20% | +$173K | 0.82% | 45 |
|
|
2024
Q1 | $906K | Buy |
16,990
+4,175
| +33% | +$223K | 0.73% | 49 |
|
|
2023
Q4 | $624K | Buy |
12,815
+2,637
| +26% | +$128K | 0.58% | 60 |
|
|
2023
Q3 | $446K | Buy |
10,178
+1,973
| +24% | +$86.4K | 0.46% | 64 |
|
|
2023
Q2 | $377K | Buy |
8,205
+2,157
| +36% | +$99K | 0.34% | 70 |
|
|
2023
Q1 | $266K | Buy |
6,048
+316
| +6% | +$13.9K | 0.25% | 91 |
|
|
2022
Q4 | $244K | Buy |
5,732
+80
| +1% | +$3.4K | 0.23% | 90 |
|
|
2022
Q3 | $224K | Buy |
5,652
+106
| +2% | +$4.2K | 0.23% | 89 |
|
|
2022
Q2 | $222K | Buy |
5,546
+310
| +6% | +$12.4K | 0.21% | 91 |
|
|
2022
Q1 | $247K | Buy |
5,236
+1
| +0% | +$47 | 0.21% | 92 |
|
|
2021
Q4 | $260K | Buy |
+5,235
| New | +$260K | 0.21% | 92 |
|