Executive Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.75M | Buy |
50,307
+377
| +0.8% | +$20.6K | 0.22% | 109 |
|
|
2024
Q3 | $2.73M | Sell |
49,930
-117,399
| -70% | -$6.42M | 0.21% | 102 |
|
|
2024
Q2 | $8.58M | Buy |
167,329
+7,544
| +5% | +$387K | 1.57% | 19 |
|
|
2024
Q1 | $8.47M | Buy |
159,785
+111,064
| +228% | +$5.89M | 0.74% | 44 |
|
|
2023
Q4 | $2.37M | Hold |
48,721
| – | – | 0.22% | 91 |
|
|
2023
Q3 | $2.13M | Buy |
48,721
+2,368
| +5% | +$104K | 0.22% | 90 |
|
|
2023
Q2 | $2.13M | Sell |
46,353
-134,382
| -74% | -$6.17M | 0.22% | 85 |
|
|
2023
Q1 | $7.94M | Buy |
180,735
+28,719
| +19% | +$1.26M | 0.88% | 31 |
|
|
2022
Q4 | $6.46M | Buy |
152,016
+146,531
| +2,671% | +$6.23M | 0.79% | 41 |
|
|
2022
Q3 | $5.49K | Buy |
+5,485
| New | +$5.49K | 0.76% | 45 |
|
|
2020
Q1 | – | Sell |
-333,334
| Closed | -$12.1M | – | 145 |
|
|
2019
Q4 | $12.1M | Buy |
333,334
+4,446
| +1% | +$161K | 1.65% | 14 |
|
|
2019
Q3 | $11.1M | Buy |
328,888
+20,588
| +7% | +$698K | 1.69% | 14 |
|
|
2019
Q2 | $10.5M | Buy |
+308,300
| New | +$10.5M | 1.49% | 15 |
|