GeoWealth Management’s 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
Q2 | $4.09M | Buy |
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|
2025
Q1 | $743K | Sell |
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|
2024
Q4 | $3.14M | Sell |
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|
2024
Q3 | $3.34M | Buy |
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|
2024
Q2 | $810K | Sell |
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|
2024
Q1 | $2.83M | Sell |
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|
2023
Q4 | $2.92M | Buy |
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|
2023
Q3 | $2.33M | Buy |
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|
2023
Q2 | $2.3M | Buy |
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|
2023
Q1 | $2.01M | Buy |
|
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|
2022
Q4 | $1.79M | Buy |
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|
2022
Q3 | $1.31M | Buy |
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|
2022
Q2 | $1.09M | Sell |
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|
2022
Q1 | $4.05M | Buy |
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|
2021
Q4 | $4.27M | Buy |
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|
2021
Q3 | $1.16M | Sell |
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|
2021
Q2 | $1.98M | Buy |
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|
2021
Q1 | $1.36M | Sell |
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|
2020
Q4 | $1.22M | Buy |
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|
2020
Q3 | $900K | Buy |
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|
2020
Q2 | $750K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.03M | Sell |
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|
2019
Q3 | $2.47M | Buy |
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