Kestra Private Wealth Services’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 | $3.54M | Buy |
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|
2025
Q2 | $3.12M | Buy |
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|
2025
Q1 | $2.29M | Buy |
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|
2024
Q4 | $2.36M | Buy |
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|
2024
Q3 | $2.21M | Buy |
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|
2024
Q2 | $1.72M | Buy |
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|
2024
Q1 | $1.05M | Buy |
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|
2023
Q4 | $518K | Buy |
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|
2023
Q3 | $272K | Buy |
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|
2023
Q2 | $268K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $204K | Sell |
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|
2022
Q1 | $401K | Sell |
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|
2021
Q4 | $450K | Buy |
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|
2021
Q3 | $400K | Sell |
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|
2021
Q2 | $461K | Buy |
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|
2021
Q1 | $329K | Buy |
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|
2020
Q4 | $215K | Sell |
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|
2020
Q3 | $210K | Buy |
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