BWM
BCS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $821K | Sell |
15,088
-220
| -1% | -$12K | 0.18% | 114 |
|
|
2025
Q1 | $783K | Buy |
15,308
+570
| +4% | +$29.2K | 0.2% | 98 |
|
|
2024
Q4 | $806K | Buy |
14,738
+3,810
| +35% | +$208K | 0.2% | 98 |
|
|
2024
Q3 | $598K | Sell |
10,928
-833
| -7% | -$45.6K | 0.25% | 84 |
|
|
2024
Q2 | $603K | Buy |
11,761
+723
| +7% | +$37.1K | 0.29% | 73 |
|
|
2024
Q1 | $589K | Buy |
11,038
+369
| +3% | +$19.7K | 0.19% | 116 |
|
|
2023
Q4 | $520K | Buy |
10,669
+1,882
| +21% | +$91.7K | 0.19% | 117 |
|
|
2023
Q3 | $385K | Buy |
8,787
+1,672
| +23% | +$73.3K | 0.16% | 126 |
|
|
2023
Q2 | $327K | Buy |
7,115
+916
| +15% | +$42.1K | 0.24% | 79 |
|
|
2023
Q1 | $272K | Buy |
+6,199
| New | +$272K | 0.12% | 127 |
|