Axxcess Wealth Management’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 | $978K | Buy |
17,990
+3,015
| +20% | +$164K | 0.02% | 429 |
|
|
2025
Q1 | $766K | Buy |
14,975
+1,034
| +7% | +$52.9K | 0.02% | 455 |
|
|
2024
Q4 | $762K | Sell |
13,941
-2,036
| -13% | -$111K | 0.02% | 461 |
|
|
2024
Q3 | $874K | Sell |
15,977
-1,495
| -9% | -$81.7K | 0.02% | 418 |
|
|
2024
Q2 | $896K | Buy |
17,472
+183
| +1% | +$9.39K | 0.02% | 395 |
|
|
2024
Q1 | $922K | Sell |
17,289
-5,272
| -23% | -$281K | 0.03% | 388 |
|
|
2023
Q4 | $1.1M | Buy |
22,561
+4,349
| +24% | +$212K | 0.03% | 336 |
|
|
2023
Q3 | $798K | Sell |
18,212
-3,751
| -17% | -$164K | 0.03% | 358 |
|
|
2023
Q2 | $1.01M | Buy |
21,963
+10,852
| +98% | +$498K | 0.07% | 228 |
|
|
2023
Q1 | $488K | Buy |
11,111
+1,455
| +15% | +$63.9K | 0.04% | 372 |
|
|
2022
Q4 | $410K | Sell |
9,656
-5,020
| -34% | -$213K | 0.03% | 391 |
|
|
2022
Q3 | $566K | Buy |
14,676
+1,418
| +11% | +$54.7K | 0.05% | 293 |
|
|
2022
Q2 | $526K | Buy |
13,258
+6,072
| +84% | +$241K | 0.05% | 295 |
|
|
2022
Q1 | $339K | Sell |
7,186
-1
| -0% | -$47 | 0.03% | 441 |
|
|
2021
Q4 | $357K | Buy |
+7,187
| New | +$357K | 0.03% | 433 |
|