United Asset Strategies’s SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

United Asset Strategies’s Portfolio SPMD Stock Details SPMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.89M	Sell	53,062 -5,969	-10%	-$325K	0.25%	76
2025 Q1	$3.02M	Sell	59,031 -270	-0.5%	-$13.8K	0.28%	72
2024 Q4	$3.24M	Sell	59,301 -6,709	-10%	-$367K	0.3%	71
2024 Q3	$3.61M	Buy	66,010 +6,153	+10%	+$336K	0.34%	65
2024 Q2	$3.07M	Buy	59,857 +7,934	+15%	+$407K	0.3%	70
2024 Q1	$2.77M	Buy	51,923 +9,882	+24%	+$527K	0.28%	74
2023 Q4	$2.05M	Sell	42,041 -424	-1%	-$20.7K	0.23%	84
2023 Q3	$1.86M	Sell	42,465 -7,625	-15%	-$334K	0.24%	87
2023 Q2	$2.3M	Sell	50,090 -415	-0.8%	-$19K	0.29%	77
2023 Q1	$2.22M	Buy	50,505 +128	+0.3%	+$5.62K	0.29%	75
2022 Q4	$2.14M	Buy	50,377 +2,669	+6%	+$113K	0.3%	75
2022 Q3	$1.84M	Buy	47,708 +16,089	+51%	+$621K	0.28%	78
2022 Q2	$1.26M	Buy	31,619 +15,785	+100%	+$627K	0.18%	103
2022 Q1	$747K	Buy	15,834 +718	+5%	+$33.9K	0.1%	135
2021 Q4	$752K	Sell	15,116 -7,360	-33%	-$366K	0.09%	134
2021 Q3	$1.04M	Sell	22,476 -17,135	-43%	-$791K	0.13%	120
2021 Q2	$1.87M	Buy	39,611 +377	+1%	+$17.8K	0.25%	78
2021 Q1	$1.8M	Buy	39,234 +1,914	+5%	+$87.6K	0.26%	76
2020 Q4	$1.51M	Buy	37,320 +24,748	+197%	+$1M	0.24%	82
2020 Q3	$410K	Buy	12,572 +83	+0.7%	+$2.71K	0.08%	149
2020 Q2	$390K	Sell	12,489 -8	-0.1%	-$250	0.08%	143
2020 Q1	$317K	Buy	12,497 +234	+2%	+$5.94K	0.08%	145
2019 Q4	$444K	Buy	12,263 +2,289	+23%	+$82.9K	0.09%	154
2019 Q3	$338K	Sell	9,974 -28,587	-74%	-$969K	0.07%	147
2019 Q2	$1.31M	Sell	38,561 -11,505	-23%	-$392K	0.3%	82
2019 Q1	$1.67M	Buy	50,066 +41,699	+498%	+$1.39M	0.39%	70
2018 Q4	$246K	Sell	8,367 -197	-2%	-$5.79K	0.07%	167
2018 Q3	$310K	Buy	8,564 +574	+7%	+$20.8K	0.07%	169
2018 Q2	$279K	Buy	7,990 +496	+7%	+$17.3K	0.07%	172
2018 Q1	$249K	Buy	7,494 +173	+2%	+$5.75K	0.07%	176
2017 Q4	$244K	Buy	+7,321	New	+$244K	0.07%	179