GA
Goldstein Advisors’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 | $511K | Sell |
9,406
-524
| -5% | -$28.5K | 0.07% | 92 |
|
|
2025
Q1 | $508K | Sell |
9,930
-8,443
| -46% | -$432K | 0.07% | 95 |
|
|
2024
Q4 | $1M | Hold |
18,373
| – | – | 0.15% | 56 |
|
|
2024
Q3 | $1M | Buy |
18,373
+9,911
| +117% | +$542K | 0.15% | 53 |
|
|
2024
Q2 | $434K | Buy |
8,462
+72
| +0.9% | +$3.69K | 0.07% | 87 |
|
|
2024
Q1 | $448K | Hold |
8,390
| – | – | 0.08% | 84 |
|
|
2023
Q4 | $409K | Buy |
8,390
+392
| +5% | +$19.1K | 0.07% | 116 |
|
|
2023
Q3 | $350K | Hold |
7,998
| – | – | 0.07% | 95 |
|
|
2023
Q2 | $367K | Buy |
7,998
+53
| +0.7% | +$2.43K | 0.08% | 92 |
|
|
2023
Q1 | $349K | Buy |
7,945
+496
| +7% | +$21.8K | 0.08% | 96 |
|
|
2022
Q4 | $317K | Buy |
+7,449
| New | +$317K | 0.08% | 98 |
|