Crestwood Advisors Group’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
$2.81M Sell
51,634
-16,282
-24% -$885K 0.05% 175
2025
Q1
$3.48M Buy
+67,916
New +$3.48M 0.07% 152