IAG 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 | $11.2M | Buy |
205,089
+8,416
| +4% | +$458K | 1.48% | 21 |
|
|
2025
Q1 | $10.1M | Buy |
196,673
+13,772
| +8% | +$705K | 1.56% | 20 |
|
|
2024
Q4 | $10M | Buy |
182,901
+4,155
| +2% | +$227K | 1.76% | 19 |
|
|
2024
Q3 | $9.77M | Buy |
178,746
+14,322
| +9% | +$783K | 1.81% | 19 |
|
|
2024
Q2 | $8.43M | Buy |
164,424
+9,284
| +6% | +$476K | 1.7% | 19 |
|
|
2024
Q1 | $8.28M | Buy |
155,140
+10,253
| +7% | +$547K | 1.78% | 17 |
|
|
2023
Q4 | $7.06M | Buy |
144,887
+10,454
| +8% | +$509K | 1.61% | 17 |
|
|
2023
Q3 | $5.89M | Sell |
134,433
-3,715
| -3% | -$163K | 1.64% | 15 |
|
|
2023
Q2 | $6.34M | Buy |
138,148
+3,440
| +3% | +$158K | 1.68% | 15 |
|
|
2023
Q1 | $5.92M | Sell |
134,708
-204
| -0.2% | -$8.96K | 1.64% | 16 |
|
|
2022
Q4 | $5.73M | Buy |
134,912
+8,742
| +7% | +$372K | 1.69% | 15 |
|
|
2022
Q3 | $4.87M | Buy |
126,170
+3,124
| +3% | +$120K | 1.62% | 16 |
|
|
2022
Q2 | $4.88M | Buy |
123,046
+5,641
| +5% | +$224K | 1.6% | 14 |
|
|
2022
Q1 | $5.54M | Buy |
117,405
+6,856
| +6% | +$323K | 1.74% | 13 |
|
|
2021
Q4 | $5.5M | Sell |
110,549
-2,832
| -2% | -$141K | 1.76% | 14 |
|
|
2021
Q3 | $5.23M | Buy |
113,381
+617
| +0.5% | +$28.5K | 1.86% | 14 |
|
|
2021
Q2 | $5.32M | Sell |
112,764
-7,085
| -6% | -$335K | 1.91% | 14 |
|
|
2021
Q1 | $5.49M | Sell |
119,849
-8,940
| -7% | -$409K | 2.09% | 13 |
|
|
2020
Q4 | $5.2M | Sell |
128,789
-6,093
| -5% | -$246K | 2.13% | 13 |
|
|
2020
Q3 | $4.4M | Sell |
134,882
-416
| -0.3% | -$13.6K | 2.03% | 13 |
|
|
2020
Q2 | $4.23M | Buy |
135,298
+85,297
| +171% | +$2.67M | 2.05% | 13 |
|
|
2020
Q1 | $1.27M | Buy |
+50,001
| New | +$1.27M | 0.85% | 21 |
|