FSB Premier 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 | $1.23M | Buy |
22,562
+108
| +0.5% | +$5.87K | 0.44% | 62 |
|
|
2025
Q1 | $1.15M | Buy |
22,454
+1,071
| +5% | +$54.8K | 0.45% | 63 |
|
|
2024
Q4 | $1.17M | Buy |
21,383
+131
| +0.6% | +$7.16K | 0.47% | 53 |
|
|
2024
Q3 | $1.16M | Buy |
21,252
+519
| +3% | +$28.4K | 0.48% | 53 |
|
|
2024
Q2 | $1.06M | Buy |
20,733
+869
| +4% | +$44.6K | 0.48% | 48 |
|
|
2024
Q1 | $1.06M | Sell |
19,864
-1,505
| -7% | -$80.3K | 0.49% | 46 |
|
|
2023
Q4 | $1.04M | Buy |
21,369
+555
| +3% | +$27K | 0.52% | 42 |
|
|
2023
Q3 | $911K | Sell |
20,814
-857
| -4% | -$37.5K | 0.51% | 42 |
|
|
2023
Q2 | $995K | Buy |
21,671
+5
| +0% | +$229 | 0.54% | 42 |
|
|
2023
Q1 | $952K | Sell |
21,666
-1,147
| -5% | -$50.4K | 0.53% | 43 |
|
|
2022
Q4 | $970K | Sell |
22,813
-402
| -2% | -$17.1K | 0.53% | 44 |
|
|
2022
Q3 | $895K | Buy |
23,215
+166
| +0.7% | +$6.4K | 0.52% | 44 |
|
|
2022
Q2 | $914K | Sell |
23,049
-457
| -2% | -$18.1K | 0.51% | 47 |
|
|
2022
Q1 | $1.06M | Sell |
23,506
-439
| -2% | -$19.8K | 0.53% | 43 |
|
|
2021
Q4 | $1.19M | Buy |
23,945
+1,308
| +6% | +$65.1K | 0.5% | 39 |
|
|
2021
Q3 | $1.04M | Buy |
22,637
+873
| +4% | +$40.3K | 0.52% | 35 |
|
|
2021
Q2 | $1.03M | Sell |
21,764
-620
| -3% | -$29.3K | 0.53% | 36 |
|
|
2021
Q1 | $1.02M | Buy |
+22,384
| New | +$1.02M | 0.55% | 37 |
|