Keener Financial Planning’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 | $164K | Hold |
3,027
| – | – | 0.08% | 56 |
|
|
2025
Q1 | $154K | Hold |
3,027
| – | – | 0.1% | 49 |
|
|
2024
Q4 | $165K | Hold |
3,027
| – | – | 0.1% | 53 |
|
|
2024
Q3 | $165K | Hold |
3,027
| – | – | 0.11% | 47 |
|
|
2024
Q2 | $155K | Hold |
3,027
| – | – | 0.1% | 50 |
|
|
2024
Q1 | $162K | Sell |
3,027
-218
| -7% | -$11.7K | 0.11% | 51 |
|
|
2023
Q4 | $158K | Buy |
+3,245
| New | +$158K | 0.12% | 52 |
|