GWAM
Guardian Wealth Advisors (Minnesota)’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 | $209K | Buy |
+3,850
| New | +$209K | 0.12% | 72 |
|
|
2025
Q1 | – | Sell |
-4,100
| Closed | -$224K | – | 75 |
|
|
2024
Q4 | $224K | Hold |
4,100
| – | – | 0.14% | 70 |
|
|
2024
Q3 | $224K | Hold |
4,100
| – | – | 0.14% | 74 |
|
|
2024
Q2 | $210K | Hold |
4,100
| – | – | 0.14% | 75 |
|
|
2024
Q1 | $219K | Buy |
+4,100
| New | +$219K | 0.14% | 72 |
|