TFA
TPG Financial 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 | $9.71M | Sell |
178,508
-10,768
| -6% | -$586K | 3.89% | 8 |
|
|
2025
Q1 | $9.69M | Buy |
189,276
+36,577
| +24% | +$1.87M | 4.28% | 7 |
|
|
2024
Q4 | $8.35M | Buy |
152,699
+7,585
| +5% | +$415K | 3.63% | 9 |
|
|
2024
Q3 | $7.93M | Buy |
145,114
+5,349
| +4% | +$292K | 3.57% | 9 |
|
|
2024
Q2 | $7.17M | Buy |
+139,765
| New | +$7.17M | 3.39% | 10 |
|
|
2023
Q4 | $6.48M | Buy |
134,728
+1,205
| +0.9% | +$58K | 3.3% | 10 |
|
|
2023
Q3 | $5.85M | Sell |
133,523
-55,275
| -29% | -$2.42M | 3.02% | 10 |
|
|
2023
Q2 | $8.66M | Buy |
188,798
+7,786
| +4% | +$357K | 4.54% | 6 |
|
|
2023
Q1 | $7.95M | Buy |
181,012
+5,732
| +3% | +$252K | 4.35% | 7 |
|
|
2022
Q4 | $7.45M | Buy |
175,280
+159
| +0.1% | +$6.76K | 4.52% | 7 |
|
|
2022
Q3 | $6.75M | Buy |
175,121
+3,568
| +2% | +$138K | 4.15% | 9 |
|
|
2022
Q2 | $6.81M | Buy |
171,553
+3,177
| +2% | +$126K | 4.56% | 11 |
|
|
2022
Q1 | $7.94M | Buy |
168,376
+4,257
| +3% | +$201K | 4.8% | 10 |
|
|
2021
Q4 | $8.16M | Buy |
164,119
+17,365
| +12% | +$864K | 5% | 9 |
|
|
2021
Q3 | $6.77M | Buy |
146,754
+22,958
| +19% | +$1.06M | 4.47% | 8 |
|
|
2021
Q2 | $5.84M | Sell |
123,796
-24,671
| -17% | -$1.16M | 4.1% | 8 |
|
|
2021
Q1 | $6.79M | Sell |
148,467
-18,246
| -11% | -$835K | 4.74% | 7 |
|
|
2020
Q4 | $6.74M | Buy |
166,713
+28,699
| +21% | +$1.16M | 5% | 8 |
|
|
2020
Q3 | $4.5M | Sell |
138,014
-15,669
| -10% | -$511K | 3.85% | 9 |
|
|
2020
Q2 | $4.8M | Buy |
153,683
+10,838
| +8% | +$339K | 4.31% | 9 |
|
|
2020
Q1 | $3.62M | Sell |
142,845
-17,922
| -11% | -$454K | 3.59% | 10 |
|
|
2019
Q4 | $5.83M | Buy |
160,767
+11,746
| +8% | +$426K | 4.8% | 8 |
|
|
2019
Q3 | $5.05M | Buy |
149,021
+38,828
| +35% | +$1.32M | 4.55% | 8 |
|
|
2019
Q2 | $3.78M | Sell |
110,193
-28,329
| -20% | -$972K | 3.46% | 8 |
|
|
2019
Q1 | $4.68M | Buy |
138,522
+39,929
| +40% | +$1.35M | 4.52% | 9 |
|
|
2018
Q4 | $2.9M | Buy |
+98,593
| New | +$2.9M | 3.15% | 11 |
|