Compass Wealth Management’s SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.61M | Buy |
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|
2025
Q1 | $3.16M | Buy |
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|
2024
Q4 | $2.85M | Buy |
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|
2024
Q3 | $2.77M | Buy |
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|
2024
Q2 | $2.17M | Sell |
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|
2024
Q1 | $2.34M | Buy |
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|
2023
Q4 | $1.59M | Buy |
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|
2023
Q3 | $1.15M | Buy |
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|
2023
Q2 | $1.1M | Buy |
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|
2023
Q1 | $821K | Buy |
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|
2022
Q4 | $736K | Buy |
|