BWG
Beta Wealth Group’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
Q1 | – | Sell |
-21,875
| Closed | -$1.2M | – | 121 |
|
|
2024
Q4 | $1.2M | Buy |
21,875
+193
| +0.9% | +$10.6K | 0.53% | 39 |
|
|
2024
Q3 | $1.19M | Buy |
21,682
+1,214
| +6% | +$66.4K | 0.53% | 39 |
|
|
2024
Q2 | $1.05M | Buy |
20,468
+986
| +5% | +$50.6K | 0.5% | 40 |
|
|
2024
Q1 | $1.04M | Sell |
19,482
-563
| -3% | -$30K | 0.51% | 38 |
|
|
2023
Q4 | $977K | Buy |
20,045
+788
| +4% | +$38.4K | 0.51% | 36 |
|
|
2023
Q3 | $843K | Buy |
19,257
+159
| +0.8% | +$6.96K | 0.5% | 41 |
|
|
2023
Q2 | $876K | Buy |
19,098
+103
| +0.5% | +$4.73K | 0.51% | 42 |
|
|
2023
Q1 | $835K | Buy |
18,995
+36
| +0.2% | +$1.58K | 0.48% | 44 |
|
|
2022
Q4 | $806K | Sell |
18,959
-748
| -4% | -$31.8K | 0.54% | 39 |
|
|
2022
Q3 | $760K | Buy |
19,707
+2
| +0% | +$77 | 0.55% | 39 |
|
|
2022
Q2 | $782K | Sell |
19,705
-227
| -1% | -$9.01K | 0.52% | 41 |
|
|
2022
Q1 | $940K | Buy |
+19,932
| New | +$940K | 0.63% | 38 |
|