Lifeworks Advisors’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 | $1.01M | Sell |
18,520
-427
| -2% | -$23.2K | 0.15% | 126 |
|
|
2025
Q1 | $970K | Sell |
18,947
-711
| -4% | -$36.4K | 0.16% | 127 |
|
|
2024
Q4 | $1.08M | Sell |
19,658
-693
| -3% | -$37.9K | 0.19% | 114 |
|
|
2024
Q3 | $1.11M | Buy |
20,351
+6,332
| +45% | +$346K | 0.22% | 107 |
|
|
2024
Q2 | $719K | Buy |
14,019
+132
| +1% | +$6.77K | 0.2% | 107 |
|
|
2024
Q1 | $741K | Sell |
13,887
-389
| -3% | -$20.7K | 0.21% | 105 |
|
|
2023
Q4 | $696K | Hold |
14,276
| – | – | 0.24% | 98 |
|
|
2023
Q3 | $625K | Sell |
14,276
-628
| -4% | -$27.5K | 0.24% | 104 |
|
|
2023
Q2 | $684K | Sell |
14,904
-782
| -5% | -$35.9K | 0.29% | 89 |
|
|
2023
Q1 | $689K | Buy |
+15,686
| New | +$689K | 0.33% | 91 |
|