Marion Wealth Management’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 | $357K | Sell |
6,556
-553
| -8% | -$30.1K | 0.09% | 100 |
|
|
2025
Q1 | $364K | Sell |
7,109
-2,163
| -23% | -$111K | 0.1% | 96 |
|
|
2024
Q4 | $507K | Buy |
9,272
+268
| +3% | +$14.7K | 0.13% | 91 |
|
|
2024
Q3 | $492K | Buy |
9,004
+1,000
| +12% | +$54.7K | 0.13% | 91 |
|
|
2024
Q2 | $411K | Sell |
8,004
-1
| -0% | -$51 | 0.12% | 92 |
|
|
2024
Q1 | $427K | Buy |
8,005
+108
| +1% | +$5.76K | 0.13% | 93 |
|
|
2023
Q4 | $385K | Buy |
7,897
+2,712
| +52% | +$132K | 0.12% | 95 |
|
|
2023
Q3 | $227K | Buy |
5,185
+284
| +6% | +$12.4K | 0.08% | 105 |
|
|
2023
Q2 | $225K | Buy |
4,901
+309
| +7% | +$14.2K | 0.08% | 103 |
|
|
2023
Q1 | $202K | Buy |
+4,592
| New | +$202K | 0.08% | 104 |
|