Ballentine Partners’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 | $243K | Hold |
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|
2025
Q2 | $231K | Hold |
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|
2025
Q1 | $217K | Hold |
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|
2024
Q4 | $232K | Hold |
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|
2024
Q3 | $232K | Hold |
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|
2024
Q2 | $218K | Sell |
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|
2024
Q1 | $238K | Hold |
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|
2023
Q4 | $218K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $279K | Hold |
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|
2023
Q1 | $267K | Hold |
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|
2022
Q4 | $259K | Buy |
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