VisionPoint Advisory Group’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 | $848K | Buy |
+15,596
| New | +$848K | 0.18% | 126 |
|
2025
Q1 | – | Sell |
-1,272
| Closed | -$69.4K | – | 294 |
|
2024
Q4 | $69.4K | Buy |
+1,272
| New | +$69.4K | 0.02% | 261 |
|
2024
Q3 | – | Sell |
-1,331
| Closed | -$68.3K | – | 705 |
|
2024
Q2 | $68.3K | Sell |
1,331
-169
| -11% | -$8.67K | 0.02% | 243 |
|
2024
Q1 | $80K | Sell |
1,500
-11
| -0.7% | -$587 | 0.03% | 227 |
|
2023
Q4 | $73.6K | Buy |
1,511
+443
| +41% | +$21.6K | 0.03% | 209 |
|
2023
Q3 | $46.8K | Sell |
1,068
-844
| -44% | -$37K | 0.02% | 252 |
|
2023
Q2 | $87.7K | Buy |
+1,912
| New | +$87.7K | 0.04% | 181 |
|