HB 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 | – | Sell |
-4,012
| Closed | -$205K | – | 1263 |
|
|
2025
Q1 | $205K | Sell |
4,012
-745
| -16% | -$38.1K | ﹤0.01% | 1108 |
|
|
2024
Q4 | $260K | Hold |
4,757
| – | – | ﹤0.01% | 856 |
|
|
2024
Q3 | $260K | Hold |
4,757
| – | – | ﹤0.01% | 798 |
|
|
2024
Q2 | $244K | Hold |
4,757
| – | – | ﹤0.01% | 770 |
|
|
2024
Q1 | $254K | Sell |
4,757
-1,824
| -28% | -$97.3K | ﹤0.01% | 711 |
|
|
2023
Q4 | $321K | Sell |
6,581
-1,187
| -15% | -$57.8K | ﹤0.01% | 591 |
|
|
2023
Q3 | $340K | Buy |
+7,768
| New | +$340K | 0.01% | 534 |
|