Ascent Group’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 | $728K | Sell |
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|
2025
Q2 | $706K | Sell |
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|
2025
Q1 | $698K | Sell |
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|
2024
Q4 | $816K | Sell |
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|
2024
Q3 | $905K | Sell |
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|
2024
Q2 | $877K | Sell |
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|
2024
Q1 | $966K | Sell |
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|
2023
Q4 | $951K | Sell |
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|
2023
Q3 | $971K | Sell |
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|
2023
Q2 | $1.27M | Sell |
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|
2023
Q1 | $1.31M | Buy |
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|
2022
Q4 | $1.25M | Sell |
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|
2022
Q3 | $1.3M | Sell |
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|
2022
Q2 | $1.62M | Sell |
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|
2022
Q1 | $1.77M | Buy |
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|
2021
Q4 | $1.67M | Buy |
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