HSWS
Higgins & Schmidt Wealth Strategies’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 | $11.1M | Sell |
203,681
-726
| -0.4% | -$39.5K | 6.13% | 4 |
|
|
2025
Q1 | $10.5M | Buy |
204,407
+7,426
| +4% | +$380K | 6.18% | 4 |
|
|
2024
Q4 | $10.8M | Sell |
196,981
-25,207
| -11% | -$1.38M | 6.72% | 4 |
|
|
2024
Q3 | $12.1M | Buy |
222,188
+12,376
| +6% | +$677K | 7.84% | 5 |
|
|
2024
Q2 | $10.8M | Buy |
209,812
+1,878
| +0.9% | +$96.3K | 7.76% | 5 |
|
|
2024
Q1 | $11.1M | Buy |
207,934
+5,476
| +3% | +$292K | 8.18% | 5 |
|
|
2023
Q4 | $9.86M | Buy |
+202,458
| New | +$9.86M | 7.94% | 5 |
|