Barnes Wealth Management Group’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
$476K Sell
8,756
-8,943
-51% -$486K 0.28% 83
2025
Q1
$906K Buy
17,699
+1,629
+10% +$83.4K 0.58% 46
2024
Q4
$879K Buy
+16,070
New +$879K 0.59% 45