United Asset Strategies’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.01M | Sell |
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|
2025
Q2 | $2.89M | Sell |
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|
2025
Q1 | $3.02M | Sell |
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|
2024
Q4 | $3.24M | Sell |
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|
2024
Q3 | $3.61M | Buy |
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|
2024
Q2 | $3.07M | Buy |
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|
2024
Q1 | $2.77M | Buy |
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|
2023
Q4 | $2.05M | Sell |
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|
2023
Q3 | $1.86M | Sell |
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|
2023
Q2 | $2.3M | Sell |
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|
2023
Q1 | $2.22M | Buy |
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|
2022
Q4 | $2.14M | Buy |
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|
2022
Q3 | $1.84M | Buy |
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|
2022
Q2 | $1.25M | Buy |
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|
2022
Q1 | $747K | Buy |
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|
2021
Q4 | $752K | Sell |
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|
2021
Q3 | $1.04M | Sell |
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|
2021
Q2 | $1.87M | Buy |
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|
2021
Q1 | $1.79M | Buy |
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|
2020
Q4 | $1.51M | Buy |
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|
2020
Q3 | $410K | Buy |
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|
2020
Q2 | $390K | Sell |
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|
2020
Q1 | $317K | Buy |
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|
2019
Q4 | $444K | Buy |
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|
2019
Q3 | $338K | Sell |
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|
2019
Q2 | $1.31M | Sell |
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|
2019
Q1 | $1.67M | Buy |
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|
2018
Q4 | $246K | Sell |
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|
2018
Q3 | $310K | Buy |
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|
2018
Q2 | $279K | Buy |
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|
2018
Q1 | $249K | Buy |
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|
2017
Q4 | $244K | Buy |
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