Garrett Wealth Advisory Group’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 | $468K | Buy |
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|
2025
Q2 | $418K | Buy |
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|
2025
Q1 | $364K | Buy |
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|
2024
Q4 | $361K | Sell |
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|
2024
Q3 | $381K | Buy |
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|
2024
Q2 | $342K | Buy |
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|
2024
Q1 | $349K | Buy |
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|
2023
Q4 | $314K | Sell |
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|
2023
Q3 | $315K | Sell |
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|
2023
Q2 | $347K | Buy |
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|
2023
Q1 | $329K | Buy |
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|
2022
Q4 | $312K | Sell |
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|
2022
Q3 | $295K | Sell |
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|
2022
Q2 | $314K | Sell |
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|
2022
Q1 | $635K | Sell |
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|
2021
Q4 | $680K | Sell |
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|
2021
Q3 | $861K | Buy |
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|
2021
Q2 | $439K | Buy |
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|
2021
Q1 | $422K | Buy |
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|
2020
Q4 | $346K | Sell |
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|
2020
Q3 | $326K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $183K | Buy |
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