Focus Partners Wealth’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 | $5.79M | Sell |
106,495
-701
| -0.7% | -$38.1K | 0.01% | 633 |
|
|
2025
Q1 | $5.49M | Buy |
107,196
+9,677
| +10% | +$495K | 0.01% | 595 |
|
|
2024
Q4 | $5.33M | Buy |
97,519
+2,020
| +2% | +$110K | 0.01% | 597 |
|
|
2024
Q3 | $5.22M | Buy |
95,499
+4,362
| +5% | +$239K | 0.02% | 547 |
|
|
2024
Q2 | $4.68M | Buy |
91,137
+8,943
| +11% | +$459K | 0.02% | 506 |
|
|
2024
Q1 | $4.38M | Sell |
82,194
-1,366
| -2% | -$72.9K | 0.04% | 342 |
|
|
2023
Q4 | $4.07M | Buy |
+83,560
| New | +$4.07M | 0.05% | 260 |
|