Axxcess Wealth Management’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 | $940K | Sell |
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|
2025
Q2 | $978K | Buy |
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|
2025
Q1 | $766K | Buy |
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|
2024
Q4 | $762K | Sell |
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|
2024
Q3 | $874K | Sell |
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|
2024
Q2 | $896K | Buy |
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|
2024
Q1 | $922K | Sell |
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|
2023
Q4 | $1.1M | Buy |
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|
2023
Q3 | $798K | Sell |
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|
2023
Q2 | $1.01M | Buy |
|
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|
2023
Q1 | $488K | Buy |
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|
2022
Q4 | $410K | Sell |
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|
2022
Q3 | $566K | Buy |
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|
2022
Q2 | $526K | Buy |
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|
2022
Q1 | $339K | Sell |
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|
2021
Q4 | $357K | Buy |
|