Kingswood Wealth Advisors’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 | $314K | Sell |
5,771
-1,507
| -21% | -$82K | 0.02% | 555 |
|
|
2025
Q1 | $372K | Sell |
7,278
-454
| -6% | -$23.2K | 0.03% | 476 |
|
|
2024
Q4 | $423K | Sell |
7,732
-112
| -1% | -$6.13K | 0.03% | 493 |
|
|
2024
Q3 | $429K | Sell |
7,844
-4,863
| -38% | -$266K | 0.03% | 497 |
|
|
2024
Q2 | $652K | Sell |
12,707
-365
| -3% | -$18.7K | 0.06% | 316 |
|
|
2024
Q1 | $697K | Buy |
13,072
+7,276
| +126% | +$388K | 0.08% | 270 |
|
|
2023
Q4 | $282K | Buy |
5,796
+377
| +7% | +$18.4K | 0.03% | 495 |
|
|
2023
Q3 | $237K | Buy |
+5,419
| New | +$237K | 0.04% | 358 |
|