CP
SPMD icon

Castleview Partners’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Castleview Partners’s Portfolio SPMD Stock Details SPMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,955
Closed -$107K – 506
2024
Q4 		$107K Buy
1,955
+77
+4% +$4.33K 0.06% 247
2024
Q3 		$103K Sell
1,878
-765
-29% -$40.5K 0.06% 229
2024
Q2 		$136K Buy
2,643
+695
+36% +$35.9K 0.08% 210
2024
Q1 		$104K Buy
1,948
+556
+40% +$27.7K 0.06% 251
2023
Q4 		$67.8K Sell
1,392
-153
-10% -$6.82K 0.05% 252
2023
Q3 		$67.6K Sell
1,545
-112
-7% -$5.15K 0.06% 221
2023
Q2 		$76.1K Buy
1,657
+206
+14% +$9K 0.07% 211
2023
Q1 		$63.8K Buy
1,451
+1
+0.1% +$45 0.06% 238
2022
Q4 		$61.6K Hold
1,450
– – 0.06% 210
2022
Q3 		$56K Sell
1,450
-372
-20% -$15.8K 0.05% 243
2022
Q2 		$80.8K Buy
1,822
+286
+19% +$12.4K 0.06% 235
2022
Q1 		$72K Sell
1,536
-72,128
-98% -$3.37M 0.04% 302
2021
Q4 		$1.48K Buy
+73,664
New +$3.6M 0.01% 333
2021
Q2 		$54K Buy
+1,151
New +$54.6K 0.02% 395

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VA
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AG
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TPSF
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return