GM
GeoWealth Management’s SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.09M | Buy |
75,179
+60,671
| +418% | +$3.3M | 0.16% | 76 |
|
|
2025
Q1 | $743K | Sell |
14,508
-42,992
| -75% | -$2.2M | 0.03% | 334 |
|
|
2024
Q4 | $3.14M | Sell |
57,500
-3,575
| -6% | -$196K | 0.1% | 133 |
|
|
2024
Q3 | $3.34M | Buy |
61,075
+45,284
| +287% | +$2.48M | 0.12% | 133 |
|
|
2024
Q2 | $810K | Sell |
15,791
-37,219
| -70% | -$1.91M | 0.04% | 311 |
|
|
2024
Q1 | $2.83M | Sell |
53,010
-6,946
| -12% | -$371K | 0.11% | 138 |
|
|
2023
Q4 | $2.92M | Buy |
59,956
+6,722
| +13% | +$327K | 0.24% | 90 |
|
|
2023
Q3 | $2.33M | Buy |
53,234
+3,205
| +6% | +$140K | 0.26% | 92 |
|
|
2023
Q2 | $2.3M | Buy |
50,029
+4,232
| +9% | +$194K | 0.25% | 82 |
|
|
2023
Q1 | $2.01M | Buy |
45,797
+3,761
| +9% | +$165K | 0.24% | 68 |
|
|
2022
Q4 | $1.79M | Buy |
42,036
+8,007
| +24% | +$340K | 0.19% | 84 |
|
|
2022
Q3 | $1.31M | Buy |
34,029
+6,542
| +24% | +$252K | 0.14% | 102 |
|
|
2022
Q2 | $1.09M | Sell |
27,487
-58,447
| -68% | -$2.32M | 0.15% | 100 |
|
|
2022
Q1 | $4.05M | Buy |
85,934
+158
| +0.2% | +$7.45K | 0.36% | 71 |
|
|
2021
Q4 | $4.27M | Buy |
85,776
+60,652
| +241% | +$3.02M | 0.35% | 68 |
|
|
2021
Q3 | $1.16M | Sell |
25,124
-16,711
| -40% | -$770K | 0.1% | 150 |
|
|
2021
Q2 | $1.98M | Buy |
41,835
+12,205
| +41% | +$577K | 0.25% | 80 |
|
|
2021
Q1 | $1.36M | Sell |
29,630
-592
| -2% | -$27.1K | 0.21% | 77 |
|
|
2020
Q4 | $1.22M | Buy |
30,222
+2,610
| +9% | +$105K | 0.2% | 100 |
|
|
2020
Q3 | $900K | Buy |
27,612
+3,643
| +15% | +$119K | 0.27% | 82 |
|
|
2020
Q2 | $750K | Buy |
+23,969
| New | +$750K | 0.31% | 77 |
|
|
2020
Q1 | – | Sell |
-28,359
| Closed | -$1.03M | – | 121 |
|
|
2019
Q4 | $1.03M | Sell |
28,359
-44,427
| -61% | -$1.61M | 0.55% | 47 |
|
|
2019
Q3 | $2.47M | Buy |
+72,786
| New | +$2.47M | 0.55% | 37 |
|