BIP Wealth’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 | $1.07M | Sell |
19,682
-820
| -4% | -$44.6K | 0.07% | 96 |
|
|
2025
Q1 | $1.05M | Sell |
20,502
-2,629
| -11% | -$135K | 0.07% | 96 |
|
|
2024
Q4 | $1.27M | Sell |
23,131
-701
| -3% | -$38.3K | 0.08% | 87 |
|
|
2024
Q3 | $1.3M | Buy |
23,832
+5,505
| +30% | +$301K | 0.09% | 79 |
|
|
2024
Q2 | $940K | Sell |
18,327
-5,533
| -23% | -$284K | 0.08% | 80 |
|
|
2024
Q1 | $1.27M | Sell |
23,860
-1,061
| -4% | -$56.6K | 0.09% | 73 |
|
|
2023
Q4 | $1.21M | Sell |
24,921
-736
| -3% | -$35.9K | 0.1% | 77 |
|
|
2023
Q3 | $1.12M | Sell |
25,657
-2,797
| -10% | -$122K | 0.1% | 70 |
|
|
2023
Q2 | $1.31M | Buy |
28,454
+2,447
| +9% | +$112K | 0.11% | 71 |
|
|
2023
Q1 | $1.14M | Buy |
+26,007
| New | +$1.14M | 0.13% | 72 |
|