Goldstein Advisors’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
$511K Sell
2025
Q1
$508K Sell
2024
Q4
$1M Hold
2024
Q3
$1M Buy
2024
Q2
$434K Buy
2024
Q1
$448K Hold
2023
Q4
$409K Buy
2023
Q3
$350K Hold
2023
Q2
$367K Buy
2023
Q1
$349K Buy
2022
Q4
$317K Buy