CWM
Cornerstone 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 | $58.3M | Buy |
1,072,776
+34,344
| +3% | +$1.87M | 3.54% | 3 |
|
|
2025
Q1 | $53.1M | Buy |
1,038,432
+43,581
| +4% | +$2.23M | 3.6% | 3 |
|
|
2024
Q4 | $54.4M | Buy |
994,851
+46,530
| +5% | +$2.54M | 3.67% | 3 |
|
|
2024
Q3 | $51.9M | Buy |
948,321
+44,287
| +5% | +$2.42M | 3.65% | 3 |
|
|
2024
Q2 | $46.4M | Buy |
904,034
+37,577
| +4% | +$1.93M | 3.57% | 3 |
|
|
2024
Q1 | $46.2M | Buy |
866,457
+7,094
| +0.8% | +$378K | 3.74% | 3 |
|
|
2023
Q4 | $41.9M | Buy |
859,363
+302,817
| +54% | +$14.8M | 3.6% | 3 |
|
|
2023
Q3 | $24.4M | Sell |
556,546
-230,158
| -29% | -$10.1M | 2.3% | 5 |
|
|
2023
Q2 | $36.1M | Buy |
786,704
+20,285
| +3% | +$931K | 3.22% | 4 |
|
|
2023
Q1 | $33.7M | Buy |
+766,419
| New | +$33.7M | 3.31% | 4 |
|
|
2022
Q3 | $30.1M | Sell |
779,515
-19,776
| -2% | -$763K | 3.35% | 4 |
|
|
2022
Q2 | $31.7M | Buy |
799,291
+106,715
| +15% | +$4.24M | 3.52% | 4 |
|
|
2022
Q1 | $32.7M | Buy |
692,576
+683,321
| +7,383% | +$32.2M | 3.17% | 4 |
|
|
2021
Q4 | $462K | Buy |
9,255
+1,378
| +17% | +$68.8K | 0.04% | 301 |
|
|
2021
Q3 | $364K | Buy |
7,877
+1,355
| +21% | +$62.6K | 0.04% | 321 |
|
|
2021
Q2 | $308K | Buy |
6,522
+44
| +0.7% | +$2.08K | 0.03% | 361 |
|
|
2021
Q1 | $296K | Buy |
6,478
+749
| +13% | +$34.2K | 0.04% | 351 |
|
|
2020
Q4 | $231K | Buy |
+5,729
| New | +$231K | 0.03% | 373 |
|