CWM
Cahaba 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 | $23.6M | Buy |
433,645
+110,641
| +34% | +$6.02M | 1.83% | 13 |
|
|
2025
Q1 | $16.5M | Buy |
323,004
+6,719
| +2% | +$344K | 1.37% | 14 |
|
|
2024
Q4 | $17.3M | Sell |
316,285
-5,036
| -2% | -$275K | 1.43% | 13 |
|
|
2024
Q3 | $17.6M | Sell |
321,321
-285
| -0.1% | -$15.6K | 1.45% | 13 |
|
|
2024
Q2 | $16.5M | Buy |
321,606
+14,974
| +5% | +$768K | 1.46% | 13 |
|
|
2024
Q1 | $16.4M | Buy |
306,632
+1,683
| +0.6% | +$89.8K | 1.49% | 13 |
|
|
2023
Q4 | $14.9M | Buy |
304,949
+14,358
| +5% | +$700K | 1.47% | 13 |
|
|
2023
Q3 | $12.7M | Buy |
290,591
+10,781
| +4% | +$472K | 1.4% | 13 |
|
|
2023
Q2 | $12.8M | Buy |
279,810
+10,882
| +4% | +$499K | 1.39% | 13 |
|
|
2023
Q1 | $11.8M | Buy |
268,928
+19,204
| +8% | +$844K | 1.35% | 13 |
|
|
2022
Q4 | $10.6M | Buy |
249,724
+17,176
| +7% | +$730K | 1.32% | 13 |
|
|
2022
Q3 | $8.97M | Buy |
232,548
+20,547
| +10% | +$792K | 1.24% | 13 |
|
|
2022
Q2 | $8.41M | Buy |
212,001
+16,364
| +8% | +$649K | 1.2% | 12 |
|
|
2022
Q1 | $8.57M | Buy |
195,637
+8,368
| +4% | +$366K | 1.18% | 12 |
|
|
2021
Q4 | $9.32M | Sell |
187,269
-1,239
| -0.7% | -$61.6K | 1.24% | 11 |
|
|
2021
Q3 | $8.7M | Buy |
188,508
+7,199
| +4% | +$332K | 1.28% | 10 |
|
|
2021
Q2 | $8.59M | Sell |
181,309
-24,569
| -12% | -$1.16M | 1.33% | 10 |
|
|
2021
Q1 | $9.42M | Buy |
205,878
+2,925
| +1% | +$134K | 1.46% | 10 |
|
|
2020
Q4 | $8.76M | Buy |
202,953
+2,848
| +1% | +$123K | 1.44% | 10 |
|
|
2020
Q3 | $6.53M | Buy |
200,105
+998
| +0.5% | +$32.6K | 1.29% | 12 |
|
|
2020
Q2 | $6.59M | Buy |
199,107
+96,496
| +94% | +$3.2M | 1.36% | 12 |
|
|
2020
Q1 | $2.6M | Buy |
102,611
+94,472
| +1,161% | +$2.39M | 0.66% | 19 |
|
|
2019
Q4 | $294K | Buy |
8,139
+27
| +0.3% | +$975 | 0.07% | 64 |
|
|
2019
Q3 | $274K | Buy |
8,112
+23
| +0.3% | +$777 | 0.07% | 63 |
|
|
2019
Q2 | $275K | Buy |
8,089
+458
| +6% | +$15.6K | 0.07% | 63 |
|
|
2019
Q1 | $254K | Sell |
7,631
-44,556
| -85% | -$1.48M | 0.07% | 64 |
|
|
2018
Q4 | $1.54M | Buy |
+52,187
| New | +$1.54M | 0.47% | 30 |
|