Kelman-Lazarov Inc’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
Q2 | $1.6M | Sell |
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|
2025
Q1 | $1.51M | Sell |
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|
2024
Q4 | $1.62M | Sell |
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|
2024
Q3 | $2.05M | Buy |
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|
2024
Q2 | $1.91M | Buy |
|
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|
2024
Q1 | $1.86M | Sell |
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|
2023
Q4 | $1.73M | Sell |
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|
2023
Q3 | $1.58M | Buy |
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|
2023
Q2 | $1.51M | Buy |
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|
2023
Q1 | $1.17M | Buy |
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|
2022
Q4 | $970K | Buy |
|