EWM
Evermay 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 | $14.6M | Buy |
269,232
+30,596
| +13% | +$1.66M | 1.8% | 9 |
|
|
2025
Q1 | $12.2M | Buy |
238,636
+30,894
| +15% | +$1.58M | 1.6% | 9 |
|
|
2024
Q4 | $11.4M | Buy |
207,742
+66,494
| +47% | +$3.64M | 1.72% | 11 |
|
|
2024
Q3 | $7.72M | Buy |
141,248
+55,005
| +64% | +$3.01M | 1.24% | 15 |
|
|
2024
Q2 | $4.42M | Buy |
86,243
+31,692
| +58% | +$1.63M | 0.71% | 22 |
|
|
2024
Q1 | $2.91M | Sell |
54,551
-1,635
| -3% | -$87.2K | 0.44% | 32 |
|
|
2023
Q4 | $2.74M | Buy |
56,186
+54,170
| +2,687% | +$2.64M | 0.51% | 21 |
|
|
2023
Q3 | $88.3K | Buy |
+2,016
| New | +$88.3K | 0.02% | 249 |
|