Valtinson Bruner Financial Planning’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 | $401K | Sell |
7,380
-380
| -5% | -$20.7K | 0.13% | 90 |
|
|
2025
Q1 | $397K | Buy |
7,760
+218
| +3% | +$11.2K | 0.13% | 83 |
|
|
2024
Q4 | $412K | Sell |
7,542
-228
| -3% | -$12.5K | 0.14% | 93 |
|
|
2024
Q3 | $425K | Sell |
7,770
-32
| -0.4% | -$1.75K | 0.15% | 92 |
|
|
2024
Q2 | $400K | Sell |
7,802
-293
| -4% | -$15K | 0.16% | 91 |
|
|
2024
Q1 | $432K | Sell |
8,095
-62
| -0.8% | -$3.31K | 0.18% | 82 |
|
|
2023
Q4 | $397K | Sell |
8,157
-123
| -1% | -$5.99K | 0.2% | 84 |
|
|
2023
Q3 | $363K | Sell |
8,280
-46
| -0.6% | -$2.01K | 0.2% | 86 |
|
|
2023
Q2 | $382K | Sell |
8,326
-254
| -3% | -$11.7K | 0.21% | 84 |
|
|
2023
Q1 | $377K | Sell |
8,580
-406
| -5% | -$17.8K | 0.22% | 84 |
|
|
2022
Q4 | $400K | Sell |
8,986
-225
| -2% | -$10K | 0.23% | 79 |
|
|
2022
Q3 | $355K | Sell |
9,211
-179
| -2% | -$6.9K | 0.22% | 73 |
|
|
2022
Q2 | $373K | Sell |
9,390
-169
| -2% | -$6.71K | 0.23% | 66 |
|
|
2022
Q1 | $440K | Sell |
9,559
-292
| -3% | -$13.4K | 0.25% | 67 |
|
|
2021
Q4 | $490K | Sell |
9,851
-108
| -1% | -$5.37K | 0.27% | 63 |
|
|
2021
Q3 | $485K | Sell |
9,959
-59
| -0.6% | -$2.87K | 0.27% | 59 |
|
|
2021
Q2 | $467K | Sell |
10,018
-224
| -2% | -$10.4K | 0.27% | 60 |
|
|
2021
Q1 | $485K | Sell |
10,242
-1,154
| -10% | -$54.6K | 0.29% | 53 |
|
|
2020
Q4 | $484K | Sell |
11,396
-319
| -3% | -$13.5K | 0.3% | 51 |
|
|
2020
Q3 | $398K | Sell |
11,715
-2,361
| -17% | -$80.2K | 0.28% | 55 |
|
|
2020
Q2 | $479K | Sell |
14,076
-6,892
| -33% | -$235K | 0.34% | 52 |
|
|
2020
Q1 | $586K | Sell |
20,968
-3,920
| -16% | -$110K | 0.47% | 36 |
|
|
2019
Q4 | $899K | Sell |
24,888
-474
| -2% | -$17.1K | 0.65% | 30 |
|
|
2019
Q3 | $851K | Buy |
+25,362
| New | +$851K | 0.69% | 29 |
|