CWM
CarsonAllaria 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 | $4M | Buy |
73,592
+12,360
| +20% | +$672K | 2.15% | 15 |
|
|
2025
Q1 | $3.13M | Buy |
61,232
+28,688
| +88% | +$1.47M | 1.82% | 17 |
|
|
2024
Q4 | $1.78M | Buy |
32,544
+17,842
| +121% | +$976K | 1.02% | 23 |
|
|
2024
Q3 | $804K | Buy |
14,702
+13,818
| +1,563% | +$756K | 0.46% | 29 |
|
|
2024
Q2 | $45.3K | Hold |
884
| – | – | 0.03% | 130 |
|
|
2024
Q1 | $47.2K | Hold |
884
| – | – | 0.03% | 131 |
|
|
2023
Q4 | $43.1K | Sell |
884
-849
| -49% | -$41.4K | 0.03% | 124 |
|
|
2023
Q3 | $75.9K | Buy |
+1,733
| New | +$75.9K | 0.06% | 99 |
|