IWN
Independent Wealth Network’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 | $406K | Buy |
7,468
+119
| +2% | +$6.47K | 0.15% | 159 |
|
|
2025
Q1 | $376K | Buy |
7,349
+285
| +4% | +$14.6K | 0.15% | 158 |
|
|
2024
Q4 | $386K | Sell |
7,064
-149
| -2% | -$8.15K | 0.16% | 148 |
|
|
2024
Q3 | $394K | Sell |
7,213
-354
| -5% | -$19.4K | 0.17% | 137 |
|
|
2024
Q2 | $388K | Sell |
7,567
-1
| -0% | -$51 | 0.18% | 134 |
|
|
2024
Q1 | $404K | Buy |
7,568
+397
| +6% | +$21.2K | 0.19% | 135 |
|
|
2023
Q4 | $349K | Sell |
7,171
-111
| -2% | -$5.41K | 0.18% | 132 |
|
|
2023
Q3 | $319K | Sell |
7,282
-213
| -3% | -$9.33K | 0.2% | 127 |
|
|
2023
Q2 | $344K | Buy |
7,495
+1,130
| +18% | +$51.9K | 0.21% | 129 |
|
|
2023
Q1 | $280K | Buy |
6,365
+343
| +6% | +$15.1K | 0.18% | 139 |
|
|
2022
Q4 | $256K | Buy |
6,022
+11
| +0.2% | +$467 | 0.18% | 141 |
|
|
2022
Q3 | $232K | Buy |
6,011
+376
| +7% | +$14.5K | 0.18% | 146 |
|
|
2022
Q2 | $224K | Buy |
+5,635
| New | +$224K | 0.16% | 158 |
|