Keystone 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 | $1.53M | Sell |
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|
2025
Q2 | $1.51M | Sell |
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|
2025
Q1 | $1.42M | Sell |
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|
2024
Q4 | $1.54M | Buy |
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|
2024
Q3 | $1.47M | Buy |
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|
2024
Q2 | $1.38M | Sell |
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|
2024
Q1 | $1.46M | Buy |
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|
2023
Q4 | $1.24M | Buy |
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|
2023
Q3 | $1.06M | Buy |
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|
2023
Q2 | $1.07M | Buy |
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|
2023
Q1 | $924K | Buy |
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|
2022
Q4 | $821K | Buy |
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