Ironwood Wealth Management (Arizona)’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 | $480K | Sell |
8,835
-5,417
| -38% | -$295K | 0.18% | 26 |
|
|
2025
Q1 | $729K | Sell |
14,252
-742
| -5% | -$38K | 0.22% | 26 |
|
|
2024
Q4 | $820K | Sell |
14,994
-2,372
| -14% | -$130K | 0.25% | 26 |
|
|
2024
Q3 | $950K | Sell |
17,366
-1,622
| -9% | -$88.7K | 0.29% | 24 |
|
|
2024
Q2 | $974K | Sell |
18,988
-4,222
| -18% | -$217K | 0.32% | 26 |
|
|
2024
Q1 | $1.24M | Sell |
23,210
-1,294
| -5% | -$69K | 0.4% | 23 |
|
|
2023
Q4 | $1.19M | Sell |
24,504
-357
| -1% | -$17.4K | 0.4% | 24 |
|
|
2023
Q3 | $1.09M | Sell |
24,861
-1,731
| -7% | -$75.8K | 0.44% | 27 |
|
|
2023
Q2 | $1.22M | Buy |
26,592
+1,060
| +4% | +$48.6K | 0.45% | 25 |
|
|
2023
Q1 | $1.12M | Sell |
25,532
-2,901
| -10% | -$127K | 0.44% | 26 |
|
|
2022
Q4 | $1.21M | Buy |
28,433
+19,845
| +231% | +$843K | 0.5% | 25 |
|
|
2022
Q3 | $341K | Hold |
8,588
| – | – | 0.15% | 29 |
|
|
2022
Q2 | $341K | Buy |
8,588
+3,071
| +56% | +$122K | 0.15% | 29 |
|
|
2022
Q1 | $260K | Sell |
5,517
-638
| -10% | -$30.1K | 0.11% | 33 |
|
|
2021
Q4 | $306K | Sell |
6,155
-3
| -0% | -$149 | 0.13% | 27 |
|
|
2021
Q3 | $284K | Sell |
6,158
-102
| -2% | -$4.7K | 0.13% | 27 |
|
|
2021
Q2 | $295K | Sell |
6,260
-3,578
| -36% | -$169K | 0.17% | 26 |
|
|
2021
Q1 | $450K | Sell |
9,838
-1,107
| -10% | -$50.6K | 0.29% | 25 |
|
|
2020
Q4 | $442K | Sell |
10,945
-509
| -4% | -$20.6K | 0.27% | 25 |
|
|
2020
Q3 | $358K | Hold |
11,454
| – | – | 0.27% | 22 |
|
|
2020
Q2 | $358K | Sell |
11,454
-1,386
| -11% | -$43.3K | 0.27% | 22 |
|
|
2020
Q1 | $325K | Buy |
12,840
+3,685
| +40% | +$93.3K | 0.27% | 26 |
|
|
2019
Q4 | $332K | Sell |
9,155
-2,492
| -21% | -$90.4K | 0.23% | 31 |
|
|
2019
Q3 | $395K | Buy |
11,647
+7,912
| +212% | +$268K | 0.29% | 28 |
|
|
2019
Q2 | $127K | Buy |
3,735
+84
| +2% | +$2.86K | 0.1% | 37 |
|
|
2019
Q1 | $122K | Buy |
3,651
+2,757
| +308% | +$92.1K | 0.1% | 38 |
|
|
2018
Q4 | $26K | Buy |
894
+617
| +223% | +$17.9K | 0.03% | 43 |
|
|
2018
Q3 | $10K | Hold |
277
| – | – | 0.01% | 51 |
|
|
2018
Q2 | $10K | Buy |
+277
| New | +$10K | 0.01% | 47 |
|