Congress Wealth Management’s State Street 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 | $558K | Sell |
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|
2025
Q1 | $539K | Sell |
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|
2024
Q4 | $579K | Sell |
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|
2024
Q3 | $594K | Sell |
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|
2024
Q2 | $593K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $597K | Sell |
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|
2023
Q2 | $629K | Buy |
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|
2023
Q1 | $585K | Sell |
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|
2022
Q4 | $592K | Sell |
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|
2022
Q3 | $575K | Buy |
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|
2022
Q2 | $535K | Sell |
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|
2022
Q1 | $1.04M | Sell |
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|
2021
Q4 | $3.65M | Buy |
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