Levy Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $4.9M | Sell |
95,428
-253
| -0.3% | -$13K | 1.25% | 15 |
|
|
2024
Q1 | $4.66M | Hold |
95,681
| – | – | 1.31% | 13 |
|
|
2023
Q4 | $4.66M | Buy |
95,681
+2,101
| +2% | +$102K | 1.31% | 13 |
|
|
2023
Q3 | $4.1M | Sell |
93,580
-515
| -0.5% | -$22.6K | 1.27% | 12 |
|
|
2023
Q2 | $4.32M | Sell |
94,095
-3,634
| -4% | -$167K | 1.28% | 12 |
|
|
2023
Q1 | $4.29M | Buy |
97,729
+208
| +0.2% | +$9.14K | 1.32% | 12 |
|
|
2022
Q4 | $4.14M | Buy |
97,521
+11,406
| +13% | +$485K | 1.39% | 13 |
|
|
2022
Q3 | $3.32M | Buy |
86,115
+65,998
| +328% | +$2.55M | 1.43% | 13 |
|
|
2022
Q2 | $798K | Buy |
+20,117
| New | +$798K | 0.37% | 31 |
|