GWM
GSB Wealth 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 | $767K | Buy |
14,109
+1,381
| +11% | +$75.1K | 0.19% | 113 |
|
|
2025
Q1 | $651K | Buy |
12,728
+104
| +0.8% | +$5.32K | 0.17% | 118 |
|
|
2024
Q4 | $690K | Buy |
12,624
+1,010
| +9% | +$55.2K | 0.18% | 121 |
|
|
2024
Q3 | $635K | Buy |
11,614
+69
| +0.6% | +$3.77K | 0.16% | 127 |
|
|
2024
Q2 | $592K | Buy |
11,545
+105
| +0.9% | +$5.39K | 0.16% | 132 |
|
|
2024
Q1 | $610K | Buy |
11,440
+2
| +0% | +$107 | 0.17% | 129 |
|
|
2023
Q4 | $557K | Sell |
11,438
-773
| -6% | -$37.7K | 0.17% | 129 |
|
|
2023
Q3 | $535K | Buy |
12,211
+54
| +0.4% | +$2.37K | 0.18% | 128 |
|
|
2023
Q2 | $558K | Sell |
12,157
-77,943
| -87% | -$3.58M | 0.18% | 126 |
|
|
2023
Q1 | $3.85M | Sell |
90,100
-6,702
| -7% | -$286K | 1.26% | 17 |
|
|
2022
Q4 | $4.11M | Sell |
96,802
-4,687
| -5% | -$199K | 1.47% | 9 |
|
|
2022
Q3 | $3.91M | Sell |
101,489
-2,024
| -2% | -$78K | 1.42% | 11 |
|
|
2022
Q2 | $4.11M | Sell |
103,513
-10,760
| -9% | -$427K | 1.4% | 8 |
|
|
2022
Q1 | $5.39M | Buy |
114,273
+22,441
| +24% | +$1.06M | 1.57% | 8 |
|
|
2021
Q4 | $4.57M | Buy |
91,832
+3,820
| +4% | +$190K | 1.31% | 11 |
|
|
2021
Q3 | $4.06M | Buy |
88,012
+2,142
| +2% | +$98.9K | 2.09% | 8 |
|
|
2021
Q2 | $4.05M | Buy |
85,870
+7,457
| +10% | +$352K | 1.26% | 15 |
|
|
2021
Q1 | $3.59M | Buy |
+78,413
| New | +$3.59M | 1.19% | 13 |
|