KLI
Kelman-Lazarov Inc’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 | $1.6M | Sell |
29,407
-102
| -0.3% | -$5.55K | 0.26% | 42 |
|
|
2025
Q1 | $1.51M | Sell |
29,509
-174
| -0.6% | -$8.91K | 0.27% | 39 |
|
|
2024
Q4 | $1.62M | Sell |
29,683
-7,897
| -21% | -$432K | 0.29% | 37 |
|
|
2024
Q3 | $2.05M | Buy |
37,580
+254
| +0.7% | +$13.9K | 0.35% | 33 |
|
|
2024
Q2 | $1.91M | Buy |
37,326
+2,428
| +7% | +$125K | 0.36% | 33 |
|
|
2024
Q1 | $1.86M | Sell |
34,898
-548
| -2% | -$29.2K | 0.36% | 35 |
|
|
2023
Q4 | $1.73M | Sell |
35,446
-669
| -2% | -$32.6K | 0.37% | 34 |
|
|
2023
Q3 | $1.58M | Buy |
36,115
+3,250
| +10% | +$142K | 0.37% | 35 |
|
|
2023
Q2 | $1.51M | Buy |
32,865
+6,281
| +24% | +$288K | 0.36% | 38 |
|
|
2023
Q1 | $1.17M | Buy |
26,584
+3,754
| +16% | +$165K | 0.3% | 40 |
|
|
2022
Q4 | $970K | Buy |
+22,830
| New | +$970K | 0.27% | 43 |
|