Keystone Wealth Services’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 | $1.51M | Sell |
27,809
-25
| -0.1% | -$1.36K | 0.36% | 63 |
|
|
2025
Q1 | $1.42M | Sell |
27,834
-324
| -1% | -$16.6K | 0.39% | 60 |
|
|
2024
Q4 | $1.54M | Buy |
28,158
+1,228
| +5% | +$67.2K | 0.41% | 54 |
|
|
2024
Q3 | $1.47M | Buy |
26,930
+77
| +0.3% | +$4.21K | 0.41% | 59 |
|
|
2024
Q2 | $1.38M | Sell |
26,853
-463
| -2% | -$23.8K | 0.43% | 58 |
|
|
2024
Q1 | $1.46M | Buy |
27,316
+1,937
| +8% | +$103K | 0.47% | 50 |
|
|
2023
Q4 | $1.24M | Buy |
25,379
+1,077
| +4% | +$52.5K | 0.42% | 60 |
|
|
2023
Q3 | $1.06M | Buy |
24,302
+980
| +4% | +$42.9K | 0.4% | 64 |
|
|
2023
Q2 | $1.07M | Buy |
23,322
+2,302
| +11% | +$106K | 0.4% | 59 |
|
|
2023
Q1 | $924K | Buy |
21,020
+1,698
| +9% | +$74.6K | 0.38% | 60 |
|
|
2022
Q4 | $821K | Buy |
+19,322
| New | +$821K | 0.36% | 63 |
|