CVFG LLC’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
$4.75M Buy
87,316
+8,020
+10% +$436K 3.77% 6
2025
Q1
$4.06M Buy
79,296
+3,907
+5% +$200K 3.69% 6
2024
Q4
$4.12M Buy
+75,389
New +$4.12M 3.76% 5