Congress 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 | $558K | Sell |
10,259
-271
| -3% | -$14.7K | 0.01% | 887 |
|
|
2025
Q1 | $539K | Sell |
10,530
-56
| -0.5% | -$2.87K | 0.01% | 798 |
|
|
2024
Q4 | $579K | Sell |
10,586
-281
| -3% | -$15.4K | 0.01% | 605 |
|
|
2024
Q3 | $594K | Sell |
10,867
-686
| -6% | -$37.5K | 0.01% | 606 |
|
|
2024
Q2 | $593K | Buy |
+11,553
| New | +$593K | 0.01% | 511 |
|
|
2023
Q4 | – | Sell |
-13,637
| Closed | -$597K | – | 666 |
|
|
2023
Q3 | $597K | Sell |
13,637
-64
| -0.5% | -$2.8K | 0.01% | 439 |
|
|
2023
Q2 | $629K | Buy |
13,701
+391
| +3% | +$17.9K | 0.01% | 388 |
|
|
2023
Q1 | $585K | Sell |
13,310
-620
| -4% | -$27.2K | 0.01% | 399 |
|
|
2022
Q4 | $592K | Sell |
13,930
-992
| -7% | -$42.2K | 0.02% | 391 |
|
|
2022
Q3 | $575K | Buy |
14,922
+1,443
| +11% | +$55.6K | 0.02% | 389 |
|
|
2022
Q2 | $535K | Sell |
13,479
-8,519
| -39% | -$338K | 0.01% | 399 |
|
|
2022
Q1 | $1.04M | Sell |
21,998
-51,446
| -70% | -$2.43M | 0.02% | 348 |
|
|
2021
Q4 | $3.65M | Buy |
+73,444
| New | +$3.65M | 0.07% | 253 |
|