Lockerman Financial 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $464K | Buy |
8,530
+474
| +6% | +$25.8K | 0.62% | 45 |
|
2025
Q1 | $412K | Buy |
8,056
+3,735
| +86% | +$191K | 0.62% | 47 |
|
2024
Q4 | $236K | Sell |
4,321
-11
| -0.3% | -$602 | 0.4% | 88 |
|
2024
Q3 | $237K | Buy |
4,332
+14
| +0.3% | +$766 | 0.4% | 94 |
|
2024
Q2 | $222K | Sell |
4,318
-45
| -1% | -$2.31K | 0.4% | 94 |
|
2024
Q1 | $233K | Buy |
+4,363
| New | +$233K | 0.45% | 88 |
|