CWM
Collaborative 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 | $9.32M | Buy |
171,330
+1,475
| +0.9% | +$80.2K | 4.06% | 3 |
|
|
2025
Q1 | $8.69M | Buy |
169,855
+1,483
| +0.9% | +$75.9K | 4.07% | 2 |
|
|
2024
Q4 | $9.21M | Buy |
168,372
+4,580
| +3% | +$250K | 4.18% | 2 |
|
|
2024
Q3 | $8.96M | Buy |
163,792
+8,079
| +5% | +$442K | 4.05% | 2 |
|
|
2024
Q2 | $7.99M | Buy |
155,713
+9,158
| +6% | +$470K | 3.9% | 2 |
|
|
2024
Q1 | $7.82M | Buy |
146,555
+11,044
| +8% | +$589K | 3.92% | 2 |
|
|
2023
Q4 | $6.6M | Buy |
135,511
+8,826
| +7% | +$430K | 3.58% | 4 |
|
|
2023
Q3 | $5.55M | Buy |
126,685
+12,199
| +11% | +$534K | 3.31% | 6 |
|
|
2023
Q2 | $5.25M | Buy |
114,486
+2,045
| +2% | +$93.8K | 3.13% | 7 |
|
|
2023
Q1 | $4.94M | Buy |
112,441
+23,806
| +27% | +$1.05M | 3.11% | 3 |
|
|
2022
Q4 | $3.77M | Sell |
88,635
-1,909
| -2% | -$81.1K | 2.48% | 3 |
|
|
2022
Q3 | $3.49M | Buy |
90,544
+63,433
| +234% | +$2.45M | 2.47% | 7 |
|
|
2022
Q2 | $1.08M | Buy |
+27,111
| New | +$1.08M | 0.71% | 43 |
|
|
2021
Q4 | $1.28M | Buy |
+25,749
| New | +$1.28M | 0.7% | 40 |
|
|
2021
Q1 | $1.21M | Buy |
+25,635
| New | +$1.21M | 0.7% | 43 |
|