EP Wealth Advisors’s SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $606K | Buy |
11,153
+6,738
| +153% | +$366K | ﹤0.01% | 710 |
|
|
2025
Q1 | $226K | Sell |
4,415
-198
| -4% | -$10.1K | ﹤0.01% | 1072 |
|
|
2024
Q4 | $252K | Buy |
4,613
+731
| +19% | +$40K | ﹤0.01% | 950 |
|
|
2024
Q3 | $212K | Buy |
3,882
+1,058
| +37% | +$57.9K | ﹤0.01% | 1020 |
|
|
2024
Q2 | $145K | Buy |
+2,824
| New | +$145K | ﹤0.01% | 792 |
|