1WM
1900 Wealth Management’s SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.1M | Buy |
626,762
+60,110
| +11% | +$3.27M | 2.58% | 8 |
|
|
2025
Q1 | $29M | Buy |
566,652
+48,783
| +9% | +$2.5M | 2.41% | 7 |
|
|
2024
Q4 | $28.3M | Buy |
517,869
+9,553
| +2% | +$522K | 2.38% | 7 |
|
|
2024
Q3 | $27.8M | Buy |
508,316
+56,954
| +13% | +$3.11M | 2.38% | 8 |
|
|
2024
Q2 | $23.2M | Buy |
451,362
+36,299
| +9% | +$1.86M | 2.17% | 8 |
|
|
2024
Q1 | $22.1M | Buy |
415,063
+168,767
| +69% | +$9M | 2.02% | 11 |
|
|
2023
Q4 | $12M | Buy |
246,296
+228,200
| +1,261% | +$11.1M | 1.1% | 19 |
|
|
2023
Q3 | $792K | Buy |
+18,096
| New | +$792K | 0.08% | 155 |
|