KWB Wealth’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 | $5.85M | Sell |
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|
2025
Q2 | $5.89M | Sell |
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|
2025
Q1 | $7.88M | Sell |
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|
2024
Q4 | $8.58M | Sell |
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|
2024
Q3 | $8.59M | Sell |
|
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|
2024
Q2 | $8.99M | Sell |
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|
2024
Q1 | $9.41M | Sell |
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|
2023
Q4 | $10.8M | Buy |
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|
2023
Q3 | $9.68M | Sell |
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|
2023
Q2 | $9.73M | Buy |
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|
2023
Q1 | $6.03M | Buy |
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|
2022
Q4 | $6.02M | Buy |
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|
2022
Q3 | $5.35M | Sell |
|
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|
2022
Q2 | $5.57M | Sell |
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|
2022
Q1 | $8.59M | Sell |
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|
2021
Q4 | $8.64M | Buy |
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|
2021
Q3 | $7.83M | Buy |
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|
2021
Q2 | $6.84M | Hold |
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|
2021
Q1 | $6.84M | Buy |
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|
2020
Q4 | $4.64M | Buy |
|