International Private Wealth Advisors’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
$525K Buy
9,647
+494
+5% +$26.9K 0.45% 51
2025
Q1
$468K Buy
9,153
+1,134
+14% +$58K 0.45% 54
2024
Q4
$439K Buy
8,019
+413
+5% +$22.6K 0.44% 63
2024
Q3
$416K Buy
+7,606
New +$416K 0.61% 41