USAdvisors Wealth 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 | $288K | Buy |
5,308
+90
| +2% | +$4.88K | 0.11% | 99 |
|
|
2025
Q1 | $267K | Sell |
5,218
-2,692
| -34% | -$138K | 0.09% | 107 |
|
|
2024
Q4 | $432K | Sell |
7,910
-379
| -5% | -$20.7K | 0.14% | 86 |
|
|
2024
Q3 | $452K | Sell |
8,289
-1,990
| -19% | -$109K | 0.16% | 82 |
|
|
2024
Q2 | $527K | Sell |
10,279
-6,541
| -39% | -$335K | 0.19% | 78 |
|
|
2024
Q1 | $895K | Buy |
16,820
+192
| +1% | +$10.2K | 0.34% | 67 |
|
|
2023
Q4 | $810K | Sell |
16,628
-15,289
| -48% | -$745K | 0.34% | 65 |
|
|
2023
Q3 | $1.4M | Sell |
31,917
-579
| -2% | -$25.3K | 0.62% | 43 |
|
|
2023
Q2 | $1.5M | Buy |
32,496
+933
| +3% | +$43K | 0.71% | 39 |
|
|
2023
Q1 | $1.39M | Sell |
31,563
-3,808
| -11% | -$167K | 0.66% | 39 |
|
|
2022
Q4 | $1.5M | Sell |
35,371
-98
| -0.3% | -$4.16K | 0.73% | 35 |
|
|
2022
Q3 | $1.37M | Sell |
35,469
-169
| -0.5% | -$6.52K | 0.7% | 36 |
|
|
2022
Q2 | $1.41M | Buy |
35,638
+818
| +2% | +$32.5K | 0.71% | 36 |
|
|
2022
Q1 | $1.64M | Buy |
34,820
+1,117
| +3% | +$52.7K | 0.7% | 33 |
|
|
2021
Q4 | $1.68M | Buy |
33,703
+2,731
| +9% | +$136K | 0.68% | 35 |
|
|
2021
Q3 | $1.43M | Buy |
30,972
+2,754
| +10% | +$127K | 0.62% | 35 |
|
|
2021
Q2 | $1.33M | Buy |
28,218
+4,355
| +18% | +$206K | 0.72% | 33 |
|
|
2021
Q1 | $1.09M | Buy |
+23,863
| New | +$1.09M | 0.53% | 45 |
|