HWA
HHM Wealth 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 | $46.8M | Buy |
860,852
+49,020
| +6% | +$2.67M | 5.56% | 4 |
|
|
2025
Q1 | $41.5M | Buy |
811,832
+229,939
| +40% | +$11.8M | 5.59% | 4 |
|
|
2024
Q4 | $31.8M | Buy |
581,893
+17,972
| +3% | +$983K | 4.33% | 5 |
|
|
2024
Q3 | $30.8M | Buy |
563,921
+20,086
| +4% | +$1.1M | 4.37% | 5 |
|
|
2024
Q2 | $27.9M | Buy |
543,835
+64,257
| +13% | +$3.3M | 4.2% | 4 |
|
|
2024
Q1 | $25.6M | Buy |
479,578
+476,433
| +15,149% | +$25.4M | 4.21% | 5 |
|
|
2023
Q4 | $153K | Buy |
3,145
+3,110
| +8,886% | +$152K | 0.03% | 162 |
|
|
2023
Q3 | $1.53K | Hold |
35
| – | – | ﹤0.01% | 725 |
|
|
2023
Q2 | $1.61K | Buy |
35
+5
| +17% | +$230 | ﹤0.01% | 737 |
|
|
2023
Q1 | $1.32K | Buy |
+30
| New | +$1.32K | ﹤0.01% | 755 |
|