Jacksonville Wealth Management’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
$3.6M Buy
66,192
+5,794
+10% +$315K 2.89% 9
2025
Q1
$3.09M Buy
60,398
+1,389
+2% +$71.1K 3.04% 9
2024
Q4
$3.23M Buy
+59,009
New +$3.23M 3.01% 9