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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25K | Hold |
460
| – | – | ﹤0.01% | 778 |
|
|
2025
Q1 | $23.5K | Hold |
460
| – | – | ﹤0.01% | 792 |
|
|
2024
Q4 | $25.2K | Sell |
460
-2
| -0.4% | -$109 | ﹤0.01% | 771 |
|
|
2024
Q3 | $25.3K | Hold |
462
| – | – | ﹤0.01% | 777 |
|
|
2024
Q2 | $23.7K | Buy |
462
+2
| +0.4% | +$103 | ﹤0.01% | 792 |
|
|
2024
Q1 | $24.5K | Buy |
460
+36
| +8% | +$1.92K | ﹤0.01% | 792 |
|
|
2023
Q4 | $20.8K | Hold |
424
| – | – | ﹤0.01% | 876 |
|
|
2023
Q3 | $18.6K | Hold |
424
| – | – | ﹤0.01% | 833 |
|
|
2023
Q2 | $19.5K | Hold |
424
| – | – | ﹤0.01% | 828 |
|
|
2023
Q1 | $18.6K | Hold |
424
| – | – | ﹤0.01% | 726 |
|
|
2022
Q4 | $18K | Hold |
424
| – | – | ﹤0.01% | 734 |
|
|
2022
Q3 | $16.3K | Hold |
424
| – | – | ﹤0.01% | 736 |
|
|
2022
Q2 | $16.8K | Buy |
+424
| New | +$16.8K | ﹤0.01% | 764 |
|
|
2021
Q4 | – | Sell |
-286
| Closed | -$13.2K | – | 812 |
|
|
2021
Q3 | $13.2K | Buy |
+286
| New | +$13.2K | ﹤0.01% | 677 |
|