Fusion Family Wealth’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $852K | Hold |
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|
2025
Q2 | $810K | Hold |
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|
2025
Q1 | $762K | Hold |
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|
2024
Q4 | $814K | Hold |
|
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|
2024
Q3 | $814K | Hold |
|
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|
2024
Q2 | $764K | Hold |
|
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|
2024
Q1 | $794K | Hold |
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|
2023
Q4 | $725K | Hold |
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|
2023
Q3 | $652K | Hold |
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|
2023
Q2 | $683K | Hold |
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|
2023
Q1 | $654K | Hold |
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|
2022
Q4 | $633K | Hold |
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|
2022
Q3 | $687K | Hold |
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|
2022
Q2 | $591K | Hold |
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|
2022
Q1 | $702K | Hold |
|
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|
2021
Q4 | $741K | Hold |
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|
2021
Q3 | $687K | Hold |
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|
2021
Q2 | $703K | Buy |
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