Lutz Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $530K | Hold |
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|
2025
Q2 | $504K | Sell |
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|
2025
Q1 | $529K | Sell |
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|
2024
Q4 | $917K | Buy |
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|
2024
Q3 | $523K | Hold |
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|
2024
Q2 | $491K | Hold |
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|
2024
Q1 | $511K | Hold |
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|
2023
Q4 | $466K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $427K | Buy |
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|
2019
Q3 | $398K | Sell |
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|
2019
Q2 | $442K | Buy |
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|
2019
Q1 | $430K | Buy |
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|
2018
Q4 | $379K | Buy |
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