Levy Wealth Management Group’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
2024
Q2
$4.9M Sell
2024
Q1
$4.66M Hold
2023
Q4
$4.66M Buy
2023
Q3
$4.1M Sell
2023
Q2
$4.32M Sell
2023
Q1
$4.29M Buy
2022
Q4
$4.14M Buy
2022
Q3
$3.32M Buy
2022
Q2
$798K Buy