Fourth Dimension 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
$475K Sell
8,726
-291
-3% -$15.8K 0.2% 77
2025
Q1
$461K Buy
9,017
+330
+4% +$16.9K 0.22% 76
2024
Q4
$525K Buy
+8,687
New +$525K 0.27% 62