JF
JSF Financial’s SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Sell |
32,335
-3,561
| -10% | -$194K | 0.42% | 35 |
|
|
2025
Q1 | $1.84M | Buy |
35,896
+2,126
| +6% | +$109K | 0.48% | 33 |
|
|
2024
Q4 | $1.85M | Buy |
33,770
+580
| +2% | +$31.7K | 0.49% | 34 |
|
|
2024
Q3 | $1.81M | Sell |
33,190
-3,781
| -10% | -$207K | 0.53% | 33 |
|
|
2024
Q2 | $1.9M | Sell |
36,971
-3,741
| -9% | -$192K | 0.58% | 29 |
|
|
2024
Q1 | $2.17M | Sell |
40,712
-1,158
| -3% | -$61.8K | 0.68% | 26 |
|
|
2023
Q4 | $2.04M | Sell |
41,870
-404
| -1% | -$19.7K | 0.71% | 26 |
|
|
2023
Q3 | $1.85M | Sell |
42,274
-9,115
| -18% | -$399K | 0.72% | 26 |
|
|
2023
Q2 | $2.36M | Buy |
51,389
+3,189
| +7% | +$146K | 0.83% | 28 |
|
|
2023
Q1 | $2.12M | Buy |
+48,200
| New | +$2.12M | 0.79% | 30 |
|