KWM
Kingsview Wealth Management’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 | $1.55M | Buy |
28,538
+835
| +3% | +$45.4K | 0.03% | 474 |
|
|
2025
Q1 | $1.42M | Sell |
27,703
-2,956
| -10% | -$151K | 0.03% | 458 |
|
|
2024
Q4 | $1.68M | Buy |
30,659
+564
| +2% | +$30.8K | 0.03% | 426 |
|
|
2024
Q3 | $1.65M | Buy |
30,095
+8,987
| +43% | +$491K | 0.03% | 419 |
|
|
2024
Q2 | $1.08M | Buy |
21,108
+334
| +2% | +$17.1K | 0.03% | 492 |
|
|
2024
Q1 | $1.11M | Buy |
20,774
+3,681
| +22% | +$196K | 0.03% | 473 |
|
|
2023
Q4 | $833K | Buy |
17,093
+1,189
| +7% | +$57.9K | 0.02% | 518 |
|
|
2023
Q3 | $696K | Sell |
15,904
-12,249
| -44% | -$536K | 0.03% | 533 |
|
|
2023
Q2 | $1.29M | Buy |
28,153
+1,646
| +6% | +$75.5K | 0.05% | 335 |
|
|
2023
Q1 | $1.16M | Buy |
26,507
+1,209
| +5% | +$53.1K | 0.05% | 354 |
|
|
2022
Q4 | $1.08M | Buy |
25,298
+825
| +3% | +$35.1K | 0.05% | 330 |
|
|
2022
Q3 | $944K | Sell |
24,473
-581
| -2% | -$22.4K | 0.04% | 342 |
|
|
2022
Q2 | $994K | Buy |
25,054
+2,388
| +11% | +$94.7K | 0.05% | 367 |
|
|
2022
Q1 | $1.07M | Buy |
22,666
+866
| +4% | +$40.8K | 0.05% | 370 |
|
|
2021
Q4 | $1.08M | Buy |
21,800
+92
| +0.4% | +$4.58K | 0.05% | 370 |
|
|
2021
Q3 | $1M | Buy |
21,708
+19
| +0.1% | +$877 | 0.05% | 381 |
|
|
2021
Q2 | $1.03M | Buy |
21,689
+1,122
| +5% | +$53.4K | 0.05% | 373 |
|
|
2021
Q1 | $954K | Buy |
20,567
+7
| +0% | +$325 | 0.05% | 341 |
|
|
2020
Q4 | $831K | Buy |
20,560
+1,093
| +6% | +$44.2K | 0.06% | 317 |
|
|
2020
Q3 | $635K | Buy |
19,467
+1,912
| +11% | +$62.4K | 0.06% | 314 |
|
|
2020
Q2 | $549K | Buy |
17,555
+1,042
| +6% | +$32.6K | 0.05% | 310 |
|
|
2020
Q1 | $418K | Buy |
16,513
+2,919
| +21% | +$73.9K | 0.06% | 294 |
|
|
2019
Q4 | $493K | Sell |
13,594
-133
| -1% | -$4.82K | 0.06% | 286 |
|
|
2019
Q3 | $465K | Sell |
13,727
-1,131
| -8% | -$38.3K | 0.07% | 265 |
|
|
2019
Q2 | $506K | Buy |
14,858
+2,654
| +22% | +$90.4K | 0.08% | 245 |
|
|
2019
Q1 | $407K | Buy |
12,204
+662
| +6% | +$22.1K | 0.06% | 298 |
|
|
2018
Q4 | $340K | Buy |
11,542
+4,513
| +64% | +$133K | 0.07% | 267 |
|
|
2018
Q3 | $254K | Buy |
+7,029
| New | +$254K | 0.05% | 310 |
|