Boston Financial Management’s State Street 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $465K | Sell |
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|
2024
Q3 | $477K | Buy |
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|
2024
Q2 | $436K | Hold |
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|
2024
Q1 | $453K | Hold |
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|
2023
Q4 | $414K | Hold |
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|
2023
Q3 | $372K | Hold |
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|
2023
Q2 | $390K | Hold |
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|
2023
Q1 | $373K | Hold |
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|
2022
Q4 | $361K | Buy |
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|
2022
Q3 | $200K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $220K | Hold |
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|
2021
Q4 | $232K | Buy |
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