Fusion Family 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 | $810K | Hold |
14,891
| – | – | 0.07% | 26 |
|
|
2025
Q1 | $762K | Hold |
14,891
| – | – | 0.07% | 25 |
|
|
2024
Q4 | $814K | Hold |
14,891
| – | – | 0.07% | 25 |
|
|
2024
Q3 | $814K | Hold |
14,891
| – | – | 0.08% | 25 |
|
|
2024
Q2 | $764K | Hold |
14,891
| – | – | 0.08% | 25 |
|
|
2024
Q1 | $794K | Hold |
14,891
| – | – | 0.08% | 24 |
|
|
2023
Q4 | $725K | Hold |
14,891
| – | – | 0.08% | 25 |
|
|
2023
Q3 | $652K | Hold |
14,891
| – | – | 0.08% | 25 |
|
|
2023
Q2 | $683K | Hold |
14,891
| – | – | 0.08% | 25 |
|
|
2023
Q1 | $654K | Hold |
14,891
| – | – | 0.08% | 25 |
|
|
2022
Q4 | $633K | Hold |
14,891
| – | – | 0.09% | 24 |
|
|
2022
Q3 | $687K | Hold |
14,891
| – | – | 0.1% | 22 |
|
|
2022
Q2 | $591K | Hold |
14,891
| – | – | 0.08% | 22 |
|
|
2022
Q1 | $702K | Hold |
14,891
| – | – | 0.09% | 24 |
|
|
2021
Q4 | $741K | Hold |
14,891
| – | – | 0.11% | 23 |
|
|
2021
Q3 | $687K | Hold |
14,891
| – | – | 0.1% | 22 |
|
|
2021
Q2 | $703K | Buy |
+14,891
| New | +$703K | 0.11% | 22 |
|