J.W. Cole Advisors’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 | $1.99M | Buy |
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|
2025
Q2 | $1.1M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $437K | Sell |
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|
2024
Q3 | $470K | Sell |
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|
2024
Q2 | $455K | Buy |
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|
2024
Q1 | $412K | Sell |
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|
2023
Q4 | $378K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $269K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $207K | Sell |
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|
2021
Q1 | $282K | Buy |
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