Tortoise Investment Management’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 |
-4
| Closed | -$205 | – | 1300 |
|
|
2025
Q1 | $205 | Hold |
4
| – | – | ﹤0.01% | 793 |
|
|
2024
Q4 | $219 | Hold |
4
| – | – | ﹤0.01% | 839 |
|
|
2024
Q3 | $219 | Buy |
+4
| New | +$219 | ﹤0.01% | 842 |
|
|
2023
Q4 | – | Sell |
-189
| Closed | -$8.28K | – | 815 |
|
|
2023
Q3 | $8.28K | Buy |
+189
| New | +$8.28K | ﹤0.01% | 581 |
|
|
2014
Q4 | – | Sell |
-2,700
| Closed | -$74K | – | 482 |
|
|
2014
Q3 | $74K | Hold |
2,700
| – | – | 0.03% | 176 |
|
|
2014
Q2 | $78K | Hold |
2,700
| – | – | 0.03% | 177 |
|
|
2014
Q1 | $76K | Buy |
2,700
+1,200
| +80% | +$33.8K | 0.04% | 164 |
|
|
2013
Q4 | $41K | Hold |
1,500
| – | – | 0.02% | 188 |
|
|
2013
Q3 | $42K | Buy |
+1,500
| New | +$42K | 0.03% | 158 |
|