AWMG
Alliance Wealth Management Group’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 | $1.99M | Buy |
36,571
+1,615
| +5% | +$87.8K | 0.51% | 36 |
|
|
2025
Q1 | $1.79M | Sell |
34,956
-658
| -2% | -$33.7K | 0.48% | 36 |
|
|
2024
Q4 | $1.95M | Sell |
35,614
-1,396
| -4% | -$76.3K | 0.52% | 36 |
|
|
2024
Q3 | $2.02M | Sell |
37,010
-1,823
| -5% | -$99.7K | 0.54% | 37 |
|
|
2024
Q2 | $1.99M | Sell |
38,833
-2,026
| -5% | -$104K | 0.57% | 36 |
|
|
2024
Q1 | $2.18M | Sell |
40,859
-1,816
| -4% | -$96.9K | 0.64% | 36 |
|
|
2023
Q4 | $2.08M | Buy |
+42,675
| New | +$2.08M | 0.65% | 34 |
|
|
2023
Q2 | $1.96M | Buy |
42,735
+361
| +0.9% | +$16.6K | 0.64% | 31 |
|
|
2023
Q1 | $1.86M | Sell |
42,374
-930
| -2% | -$40.9K | 0.63% | 32 |
|
|
2022
Q4 | $1.84M | Sell |
43,304
-2,160
| -5% | -$91.8K | 0.67% | 33 |
|
|
2022
Q3 | $1.75M | Buy |
45,464
+2,517
| +6% | +$97.1K | 0.68% | 32 |
|
|
2022
Q2 | $1.71M | Sell |
42,947
-106
| -0.2% | -$4.21K | 0.63% | 32 |
|
|
2022
Q1 | $2.03M | Sell |
43,053
-2,404
| -5% | -$113K | 0.66% | 30 |
|
|
2021
Q4 | $2.26M | Buy |
45,457
+1,253
| +3% | +$62.3K | 0.7% | 29 |
|
|
2021
Q3 | $2.04M | Buy |
44,204
+1,279
| +3% | +$59K | 0.66% | 29 |
|
|
2021
Q2 | $2.03M | Sell |
42,925
-4,058
| -9% | -$192K | 0.67% | 28 |
|
|
2021
Q1 | $2.15M | Sell |
46,983
-6,114
| -12% | -$280K | 0.81% | 23 |
|
|
2020
Q4 | $2.15M | Buy |
53,097
+298
| +0.6% | +$12K | 0.85% | 24 |
|
|
2020
Q3 | $1.72M | Sell |
52,799
-8,267
| -14% | -$270K | 0.74% | 25 |
|
|
2020
Q2 | $1.91M | Buy |
61,066
+13,215
| +28% | +$413K | 0.87% | 24 |
|
|
2020
Q1 | $1.21M | Sell |
47,851
-2,079
| -4% | -$52.7K | 0.65% | 26 |
|
|
2019
Q4 | $1.81M | Buy |
49,930
+293
| +0.6% | +$10.6K | 0.81% | 25 |
|
|
2019
Q3 | $1.68M | Buy |
49,637
+2,554
| +5% | +$86.5K | 0.81% | 23 |
|
|
2019
Q2 | $1.6M | Sell |
47,083
-1,999
| -4% | -$68.1K | 0.79% | 24 |
|
|
2019
Q1 | $1.64M | Buy |
49,082
+3,356
| +7% | +$112K | 0.87% | 22 |
|
|
2018
Q4 | $1.35M | Sell |
45,726
-579
| -1% | -$17K | 0.8% | 26 |
|
|
2018
Q3 | $1.67M | Sell |
46,305
-204
| -0.4% | -$7.38K | 0.91% | 23 |
|
|
2018
Q2 | $1.62M | Buy |
46,509
+1,320
| +3% | +$46K | 0.94% | 25 |
|
|
2018
Q1 | $1.5M | Sell |
45,189
-203
| -0.4% | -$6.73K | 0.7% | 32 |
|
|
2017
Q4 | $1.51M | Buy |
+45,392
| New | +$1.51M | 0.75% | 29 |
|