LA
Latitude Advisors’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 | $303K | Sell |
5,567
-23
| -0.4% | -$1.25K | 0.15% | 149 |
|
2025
Q1 | $286K | Buy |
5,590
+704
| +14% | +$36K | 0.17% | 146 |
|
2024
Q4 | $267K | Buy |
4,886
+1,099
| +29% | +$60.1K | 0.15% | 146 |
|
2024
Q3 | $207K | Buy |
+3,787
| New | +$207K | 0.12% | 184 |
|
2021
Q3 | – | Sell |
-9,488
| Closed | -$448K | – | 287 |
|
2021
Q2 | $448K | Sell |
9,488
-1,058
| -10% | -$50K | 0.33% | 67 |
|
2021
Q1 | $483K | Buy |
+10,546
| New | +$483K | 0.4% | 53 |
|