Landmark Wealth Management (New York)’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 | $408K | Buy |
7,511
+778
| +12% | +$42.3K | 0.17% | 64 |
|
|
2025
Q1 | $345K | Buy |
6,733
+1,762
| +35% | +$90.3K | 0.15% | 60 |
|
|
2024
Q4 | $272K | Sell |
4,971
-173
| -3% | -$9.47K | 0.12% | 67 |
|
|
2024
Q3 | $281K | Sell |
5,144
-385
| -7% | -$21K | 0.12% | 68 |
|
|
2024
Q2 | $284K | Sell |
5,529
-49
| -0.9% | -$2.52K | 0.22% | 42 |
|
|
2024
Q1 | $298K | Sell |
5,578
-219
| -4% | -$11.7K | 0.14% | 63 |
|
|
2023
Q4 | $282K | Sell |
5,797
-31
| -0.5% | -$1.51K | 0.14% | 64 |
|
|
2023
Q3 | $255K | Sell |
5,828
-109
| -2% | -$4.77K | 0.14% | 65 |
|
|
2023
Q2 | $272K | Hold |
5,937
| – | – | 0.24% | 36 |
|
|
2023
Q1 | $261K | Sell |
5,937
-49
| -0.8% | -$2.15K | 0.15% | 67 |
|
|
2022
Q4 | $254K | Sell |
5,986
-140
| -2% | -$5.94K | 0.18% | 60 |
|
|
2022
Q3 | $236K | Sell |
6,126
-834
| -12% | -$32.1K | 0.18% | 56 |
|
|
2022
Q2 | $276K | Sell |
6,960
-5,698
| -45% | -$226K | 0.35% | 31 |
|
|
2022
Q1 | $304K | Buy |
+12,658
| New | +$304K | 0.16% | 62 |
|