United Capital Financial Advisors’s 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
Q2 | $44.4M | Buy |
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|
2025
Q1 | $19.8M | Buy |
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|
2024
Q4 | $3.35M | Buy |
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|
2024
Q3 | $1.86M | Sell |
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|
2024
Q2 | $1.81M | Sell |
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|
2024
Q1 | $1.98M | Sell |
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|
2023
Q4 | $2.03M | Sell |
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|
2023
Q3 | $1.99M | Sell |
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|
2023
Q2 | $2.17M | Sell |
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|
2023
Q1 | $2.2M | Sell |
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|
2022
Q4 | $2.54M | Sell |
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|
2022
Q3 | $2.37M | Sell |
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|
2022
Q2 | $2.65M | Sell |
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|
2022
Q1 | $3.2M | Sell |
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|
2021
Q4 | $3.48M | Sell |
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|
2021
Q3 | $3.29M | Sell |
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|
2021
Q2 | $3.39M | Sell |
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|
2021
Q1 | $3.6M | Sell |
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|
2020
Q4 | $4.22M | Sell |
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|
2020
Q3 | $3.82M | Sell |
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|
2020
Q2 | $3.82M | Buy |
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|
2020
Q1 | $2.9M | Buy |
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|
2019
Q4 | $4.11M | Buy |
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|
2019
Q3 | $3.18M | Buy |
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|
2019
Q2 | $1.79M | Buy |
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|
2019
Q1 | $811K | Buy |
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