Hibernia Wealth Partners’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 | $4.69M | Buy |
86,151
+43,066
| +100% | +$2.34M | 1.51% | 11 |
|
|
2025
Q1 | $2.21M | Sell |
43,085
-1,289
| -3% | -$66K | 1.57% | 12 |
|
|
2024
Q4 | $2.43M | Sell |
44,374
-57,999
| -57% | -$3.17M | 1.58% | 11 |
|
|
2024
Q3 | $5.6M | Buy |
102,373
+12,723
| +14% | +$696K | 1.67% | 11 |
|
|
2024
Q2 | $4.6M | Buy |
89,650
+35,226
| +65% | +$1.81M | 1.6% | 13 |
|
|
2024
Q1 | $2.9M | Sell |
54,424
-4,672
| -8% | -$249K | 1.97% | 11 |
|
|
2023
Q4 | $2.88M | Buy |
59,096
+18,026
| +44% | +$878K | 2.16% | 10 |
|
|
2023
Q3 | $1.8M | Buy |
+41,070
| New | +$1.8M | 1.39% | 18 |
|