Bartlett & Co Wealth Management’s 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 | $26.3K | Hold |
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|
2025
Q2 | $25K | Hold |
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|
2025
Q1 | $23.5K | Hold |
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|
2024
Q4 | $25.2K | Sell |
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|
2024
Q3 | $25.3K | Hold |
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|
2024
Q2 | $23.7K | Buy |
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|
2024
Q1 | $24.5K | Buy |
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|
2023
Q4 | $20.8K | Hold |
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|
2023
Q3 | $18.6K | Hold |
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|
2023
Q2 | $19.5K | Hold |
|
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|
2023
Q1 | $18.6K | Hold |
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|
2022
Q4 | $18K | Hold |
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|
2022
Q3 | $16.3K | Hold |
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|
2022
Q2 | $16.8K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $13.2K | Buy |
|