Leicht Financial Planning & Wealth Management’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
Q1 | – | Sell |
-108,945
| Closed | -$5.96M | – | 19 |
|
|
2024
Q4 | $5.96M | Sell |
108,945
-1,168
| -1% | -$63.9K | 3.05% | 9 |
|
|
2024
Q3 | $6.02M | Buy |
110,113
+2,633
| +2% | +$144K | 3.03% | 9 |
|
|
2024
Q2 | $5.51M | Buy |
107,480
+3,142
| +3% | +$161K | 2.94% | 9 |
|
|
2024
Q1 | $5.57M | Sell |
104,338
-7,927
| -7% | -$423K | 3.05% | 10 |
|
|
2023
Q4 | $5.47M | Buy |
112,265
+2,304
| +2% | +$112K | 3.14% | 9 |
|
|
2023
Q3 | $4.82M | Buy |
109,961
+1,692
| +2% | +$74.1K | 2.97% | 10 |
|
|
2023
Q2 | $4.97M | Sell |
108,269
-15,266
| -12% | -$701K | 3% | 10 |
|
|
2023
Q1 | $5.43M | Buy |
123,535
+3,789
| +3% | +$166K | 3.34% | 11 |
|
|
2022
Q4 | $5.09M | Buy |
119,746
+20,135
| +20% | +$856K | 3.41% | 13 |
|
|
2022
Q3 | $3.84M | Buy |
+99,611
| New | +$3.84M | 2.75% | 17 |
|