BTWM
Baker Tilly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,111
| Closed | -$219K | – | 399 |
|
|
2024
Q1 | $219K | Sell |
4,111
-29,027
| -88% | -$1.55M | 0.04% | 398 |
|
|
2023
Q4 | $1.61M | Sell |
33,138
-863
| -3% | -$42K | 0.27% | 83 |
|
|
2023
Q3 | $1.49M | Sell |
34,001
-438
| -1% | -$19.2K | 0.25% | 88 |
|
|
2023
Q2 | $1.58M | Buy |
34,439
+51
| +0.1% | +$2.34K | 0.17% | 131 |
|
|
2023
Q1 | $1.51M | Buy |
34,388
+62
| +0.2% | +$2.72K | 0.17% | 131 |
|
|
2022
Q4 | $1.46M | Buy |
34,326
+8
| +0% | +$340 | 0.18% | 130 |
|
|
2022
Q3 | $1.32M | Sell |
34,318
-2,474
| -7% | -$95.4K | 0.18% | 119 |
|
|
2022
Q2 | $1.46M | Sell |
36,792
-343
| -0.9% | -$13.6K | 0.19% | 114 |
|
|
2022
Q1 | $1.75M | Buy |
37,135
+2,004
| +6% | +$94.5K | 0.19% | 104 |
|
|
2021
Q4 | $1.75M | Buy |
35,131
+6,204
| +21% | +$309K | 0.19% | 110 |
|
|
2021
Q3 | $1.34M | Buy |
28,927
+1,837
| +7% | +$84.8K | 0.18% | 115 |
|
|
2021
Q2 | $1.28M | Buy |
27,090
+774
| +3% | +$36.5K | 0.21% | 107 |
|
|
2021
Q1 | $1.2M | Buy |
26,316
+2,239
| +9% | +$102K | 0.25% | 100 |
|
|
2020
Q4 | $973K | Buy |
+24,077
| New | +$973K | 0.3% | 83 |
|