Jordan Park Group’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 | – | Sell |
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|
2025
Q2 | $473K | Sell |
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|
2025
Q1 | $752K | Hold |
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|
2024
Q4 | $804K | Sell |
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|
2024
Q3 | $850K | Hold |
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|
2024
Q2 | $798K | Sell |
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|
2024
Q1 | $858K | Hold |
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|
2023
Q4 | $783K | Hold |
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|
2023
Q3 | $704K | Sell |
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|
2023
Q2 | $766K | Sell |
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|
2023
Q1 | $765K | Sell |
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|
2022
Q4 | $753K | Sell |
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|
2022
Q3 | $730K | Sell |
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|
2022
Q2 | $775K | Sell |
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|
2022
Q1 | $927K | Sell |
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|
2021
Q4 | $1.33M | Sell |
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|
2021
Q3 | $1.44M | Buy |
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