Fingerlakes 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Sell |
23,473
-316
| -1% | -$17.2K | 0.95% | 30 |
|
|
2025
Q1 | $1.22M | Sell |
23,789
-567
| -2% | -$29K | 1.04% | 29 |
|
|
2024
Q4 | $1.33M | Sell |
24,356
-649
| -3% | -$35.5K | 1.08% | 30 |
|
|
2024
Q3 | $1.37M | Sell |
25,005
-174
| -0.7% | -$9.51K | 1.14% | 28 |
|
|
2024
Q2 | $1.29M | Sell |
25,179
-352
| -1% | -$18.1K | 1.16% | 27 |
|
|
2024
Q1 | $1.36M | Sell |
25,531
-70
| -0.3% | -$3.73K | 1.31% | 27 |
|
|
2023
Q4 | $1.25M | Buy |
25,601
+217
| +0.9% | +$10.6K | 1.34% | 25 |
|
|
2023
Q3 | $1.11M | Buy |
25,384
+231
| +0.9% | +$10.1K | 1.36% | 25 |
|
|
2023
Q2 | $1.15M | Sell |
25,153
-51
| -0.2% | -$2.34K | 1.32% | 26 |
|
|
2023
Q1 | $1.11M | Sell |
25,204
-196
| -0.8% | -$8.61K | 1.38% | 23 |
|
|
2022
Q4 | $1.08M | Sell |
25,400
-634
| -2% | -$26.9K | 1.48% | 23 |
|
|
2022
Q3 | $1M | Buy |
26,034
+109
| +0.4% | +$4.2K | 1.46% | 23 |
|
|
2022
Q2 | $1.03M | Buy |
25,925
+396
| +2% | +$15.7K | 1.41% | 23 |
|
|
2022
Q1 | $1.2M | Buy |
25,529
+381
| +2% | +$18K | 1.41% | 20 |
|
|
2021
Q4 | $1.25M | Buy |
+25,148
| New | +$1.25M | 1.41% | 22 |
|