ARQ Wealth Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$4.08M Sell
2025
Q2
$5.71M Hold
2025
Q1
$5.71M Sell
2024
Q4
$6.4M Sell
2024
Q3
$6.48M Buy
2024
Q2
$5.58M Buy
2024
Q1
$5.05M Buy
2023
Q4
$4.5M Buy
2023
Q3
$3.89M Sell
2023
Q2
$4.95M Sell
2023
Q1
$6.24M Sell
2022
Q4
$6.17M Buy
2022
Q3
$5.24M Buy
2022
Q2
$5.26M Sell
2022
Q1
$8.74M Sell
2021
Q4
$10.7M Sell
2021
Q3
$11.3M Buy
2021
Q2
$11.2M Buy
2021
Q1
$10.4M Sell
2020
Q4
$9.58M Buy
2020
Q3
$7.01M Buy
2020
Q2
$6.58M Sell
2020
Q1
$5.78M Buy