Valmark Advisers’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 | $361M | Buy |
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|
2025
Q1 | $326M | Buy |
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|
2024
Q4 | $328M | Buy |
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|
2024
Q3 | $320M | Buy |
|
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|
2024
Q2 | $293M | Buy |
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|
2024
Q1 | $303M | Buy |
|
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|
2023
Q4 | $274M | Buy |
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|
2023
Q3 | $243M | Buy |
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|
2023
Q2 | $250M | Buy |
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|
2023
Q1 | $231M | Buy |
|
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|
2022
Q4 | $215M | Sell |
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|
2022
Q3 | $278M | Buy |
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|
2022
Q2 | $284M | Buy |
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|
2022
Q1 | $318M | Buy |
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|
2021
Q4 | $334M | Sell |
|
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|
2021
Q3 | $311M | Buy |
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|
2021
Q2 | $315M | Sell |
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|
2021
Q1 | $311M | Sell |
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|
2020
Q4 | $290M | Sell |
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|
2020
Q3 | $258M | Sell |
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|
2020
Q2 | $256M | Buy |
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|
2020
Q1 | $158M | Buy |
|