Veritable’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-148,381
| Closed | -$6.81M | – | 689 |
|
|
2023
Q2 | $6.81M | Sell |
148,381
-3,850
| -3% | -$177K | 0.11% | 97 |
|
|
2023
Q1 | $6.69M | Sell |
152,231
-1,665
| -1% | -$73.2K | 0.11% | 96 |
|
|
2022
Q4 | $6.54M | Sell |
153,896
-20,605
| -12% | -$876K | 0.11% | 90 |
|
|
2022
Q3 | $6.73M | Buy |
174,501
+10,130
| +6% | +$391K | 0.13% | 86 |
|
|
2022
Q2 | $6.52M | Sell |
164,371
-32,452
| -16% | -$1.29M | 0.12% | 94 |
|
|
2022
Q1 | $9.28M | Buy |
196,823
+36,265
| +23% | +$1.71M | 0.14% | 80 |
|
|
2021
Q4 | $7.99M | Buy |
160,558
+12,478
| +8% | +$621K | 0.12% | 93 |
|
|
2021
Q3 | $6.84M | Buy |
148,080
+20,815
| +16% | +$961K | 0.11% | 103 |
|
|
2021
Q2 | $6.01M | Buy |
127,265
+4,825
| +4% | +$228K | 0.1% | 110 |
|
|
2021
Q1 | $5.6M | Hold |
122,440
| – | – | 0.1% | 110 |
|
|
2020
Q4 | $4.95M | Hold |
122,440
| – | – | 0.09% | 116 |
|
|
2020
Q3 | $4M | Hold |
122,440
| – | – | 0.08% | 124 |
|
|
2020
Q2 | $3.83M | Sell |
122,440
-144,040
| -54% | -$4.5M | 0.08% | 123 |
|
|
2020
Q1 | $6.75M | Buy |
+266,480
| New | +$6.75M | 0.16% | 79 |
|