McClarren Financial Advisors’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
Q2 | – | Sell |
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|
2025
Q1 | $118K | Sell |
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|
2024
Q4 | $125K | Buy |
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|
2024
Q3 | $2K | Buy |
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|
2024
Q2 | $145K | Sell |
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|
2024
Q1 | $192K | Buy |
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|
2023
Q4 | $175K | Buy |
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|
2023
Q3 | $155K | Buy |
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|
2023
Q2 | $163K | Sell |
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|
2023
Q1 | $175K | Buy |
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|
2022
Q4 | $170K | Sell |
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|
2022
Q3 | $159K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $240K | Buy |
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|
2021
Q4 | $254K | Buy |
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|
2021
Q3 | $234K | Buy |
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|
2021
Q2 | $237K | Buy |
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|
2021
Q1 | $204K | Sell |
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|
2020
Q4 | $189K | Buy |
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