Cassaday & Co Wealth Management’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 | $275K | Buy |
5,059
+4
| +0.1% | +$218 | 0.01% | 287 |
|
|
2025
Q1 | $259K | Sell |
5,055
-898
| -15% | -$46K | 0.01% | 279 |
|
|
2024
Q4 | $326K | Buy |
5,953
+528
| +10% | +$28.9K | 0.01% | 245 |
|
|
2024
Q3 | $297K | Buy |
5,425
+23
| +0.4% | +$1.26K | 0.01% | 240 |
|
|
2024
Q2 | $277K | Sell |
5,402
-1,896
| -26% | -$97.3K | 0.01% | 235 |
|
|
2024
Q1 | $389K | Buy |
7,298
+1,587
| +28% | +$84.7K | 0.01% | 193 |
|
|
2023
Q4 | $278K | Buy |
+5,711
| New | +$278K | 0.01% | 212 |
|
|
2023
Q1 | – | Sell |
-4,797
| Closed | -$204K | – | 265 |
|
|
2022
Q4 | $204K | Buy |
+4,797
| New | +$204K | 0.01% | 240 |
|