MWM
Mattern Wealth Management’s SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $267K | Hold |
4,906
| – | – | 0.06% | 136 |
|
|
2025
Q1 | $251K | Hold |
4,906
| – | – | 0.06% | 144 |
|
|
2024
Q4 | $268K | Hold |
4,906
| – | – | 0.06% | 141 |
|
|
2024
Q3 | $268K | Hold |
4,906
| – | – | 0.06% | 151 |
|
|
2024
Q2 | $252K | Hold |
4,906
| – | – | 0.06% | 154 |
|
|
2024
Q1 | $262K | Hold |
4,906
| – | – | 0.06% | 149 |
|
|
2023
Q4 | $239K | Hold |
4,906
| – | – | 0.06% | 154 |
|
|
2023
Q3 | $215K | Hold |
4,906
| – | – | 0.06% | 159 |
|
|
2023
Q2 | $225K | Hold |
4,906
| – | – | 0.07% | 156 |
|
|
2023
Q1 | $216K | Hold |
4,906
| – | – | 0.07% | 165 |
|
|
2022
Q4 | $209K | Buy |
+4,906
| New | +$209K | 0.08% | 155 |
|
|
2022
Q2 | – | Sell |
-4,906
| Closed | -$231K | – | 162 |
|
|
2022
Q1 | $231K | Hold |
4,906
| – | – | 0.08% | 147 |
|
|
2021
Q4 | $244K | Hold |
4,906
| – | – | 0.07% | 157 |
|
|
2021
Q3 | $226K | Hold |
4,906
| – | – | 0.08% | 154 |
|
|
2021
Q2 | $225K | Buy |
+4,906
| New | +$225K | 0.07% | 157 |
|