Integrated Wealth Concepts’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.15M | Buy |
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|
2025
Q2 | $7.55M | Buy |
|
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|
2025
Q1 | $6.1M | Sell |
|
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|
2024
Q4 | $6.7M | Buy |
|
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|
2024
Q3 | $6.07M | Sell |
|
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|
2024
Q2 | $7.4M | Buy |
|
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|
2024
Q1 | $7.41M | Sell |
|
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|
2023
Q4 | $7.15M | Sell |
|
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|
2023
Q3 | $8.71M | Sell |
|
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|
2023
Q2 | $11M | Buy |
|
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|
2023
Q1 | $6.33M | Buy |
|
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|
2022
Q4 | $2.06M | Buy |
|
|||||
|
2022
Q3 | $1.71M | Sell |
|
|||||
|
2022
Q2 | $1.82M | Buy |
|
|||||
|
2022
Q1 | $2.1M | Sell |
|
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|
2021
Q4 | $2.36M | Sell |
|
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|
2021
Q3 | $2.39M | Sell |
|
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|
2021
Q2 | $2.57M | Buy |
|
|||||
|
2021
Q1 | $1.99M | Buy |
|
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|
2020
Q4 | $1.26M | Buy |
|