Impact Partnership Wealth’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 | $26.7M | Buy |
490,448
+40,226
| +9% | +$2.19M | 4.92% | 5 |
|
|
2025
Q1 | $23M | Buy |
450,222
+101,791
| +29% | +$5.21M | 4.92% | 4 |
|
|
2024
Q4 | $19.1M | Buy |
348,431
+14,231
| +4% | +$778K | 3.85% | 4 |
|
|
2024
Q3 | $18.3M | Buy |
334,200
+50,667
| +18% | +$2.77M | 4.12% | 5 |
|
|
2024
Q2 | $14.5M | Buy |
283,533
+97,390
| +52% | +$5M | 3.82% | 5 |
|
|
2024
Q1 | $9.93M | Buy |
186,143
+37,443
| +25% | +$2M | 3.93% | 4 |
|
|
2023
Q4 | $7.24M | Buy |
+148,700
| New | +$7.24M | 2.65% | 8 |
|
|
2023
Q3 | – | Sell |
-1,199
| Closed | -$55K | – | 1189 |
|
|
2023
Q2 | $55K | Buy |
+1,199
| New | +$55K | 0.02% | 249 |
|