Golden State Wealth Management’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 | $3.39M | Sell |
62,306
-6,378
| -9% | -$347K | 0.41% | 47 |
|
|
2025
Q1 | $3.52M | Buy |
68,684
+16,670
| +32% | +$853K | 0.52% | 38 |
|
|
2024
Q4 | $2.84M | Buy |
+52,014
| New | +$2.84M | 0.43% | 51 |
|
|
2022
Q1 | $5.76M | Buy |
122,209
+37,551
| +44% | +$1.77M | 1.13% | 19 |
|
|
2021
Q4 | $4.21M | Buy |
84,658
+8,380
| +11% | +$417K | 0.73% | 25 |
|
|
2021
Q3 | $3.52M | Buy |
76,278
+3,770
| +5% | +$174K | 0.77% | 27 |
|
|
2021
Q2 | $3.42M | Sell |
72,508
-11,810
| -14% | -$558K | 0.75% | 26 |
|
|
2021
Q1 | $3.86M | Buy |
84,318
+14,603
| +21% | +$668K | 1.27% | 18 |
|
|
2020
Q4 | $2.82M | Buy |
+69,715
| New | +$2.82M | 0.82% | 22 |
|
|
2020
Q2 | – | Sell |
-474
| Closed | -$12K | – | 785 |
|
|
2020
Q1 | $12K | Buy |
+474
| New | +$12K | 0.01% | 593 |
|
|
2019
Q4 | – | Sell |
-929
| Closed | -$31K | – | 787 |
|
|
2019
Q3 | $31K | Buy |
929
+703
| +311% | +$23.5K | 0.01% | 535 |
|
|
2019
Q2 | $7K | Hold |
226
| – | – | ﹤0.01% | 821 |
|
|
2019
Q1 | $8K | Buy |
+226
| New | +$8K | ﹤0.01% | 822 |
|