Austin Private Wealth’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 | $8.19M | Buy |
150,610
+63,428
| +73% | +$3.45M | 0.65% | 35 |
|
|
2025
Q1 | $4.46M | Buy |
87,182
+69,269
| +387% | +$3.55M | 0.4% | 42 |
|
|
2024
Q4 | $980K | Buy |
17,913
+3,160
| +21% | +$173K | 0.09% | 87 |
|
|
2024
Q3 | $807K | Buy |
14,753
+1,058
| +8% | +$57.9K | 0.08% | 89 |
|
|
2024
Q2 | $703K | Buy |
13,695
+216
| +2% | +$11.1K | 0.08% | 93 |
|
|
2024
Q1 | $708K | Buy |
13,479
+2,346
| +21% | +$123K | 0.08% | 88 |
|
|
2023
Q4 | $542K | Sell |
11,133
-561
| -5% | -$27.3K | 0.07% | 98 |
|
|
2023
Q3 | $512K | Buy |
11,694
+442
| +4% | +$19.4K | 0.07% | 91 |
|
|
2023
Q2 | $516K | Buy |
11,252
+589
| +6% | +$27K | 0.07% | 91 |
|
|
2023
Q1 | $469K | Buy |
10,663
+3,462
| +48% | +$152K | 0.07% | 91 |
|
|
2022
Q4 | $306K | Buy |
+7,201
| New | +$306K | 0.05% | 117 |
|