McKinley Carter Wealth Services’s SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

McKinley Carter Wealth Services’s Portfolio SPMD Stock Details SPMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.09M	Sell	20,092 -26	-0.1%	-$1.41K	0.06%	161
2025 Q1	$1.03M	Sell	20,118 -834	-4%	-$42.7K	0.06%	157
2024 Q4	$1.15M	Sell	20,952 -2,888	-12%	-$158K	0.07%	145
2024 Q3	$1.3M	Buy	23,840 +97	+0.4%	+$5.3K	0.08%	148
2024 Q2	$1.22M	Sell	23,743 -2,256	-9%	-$116K	0.08%	150
2024 Q1	$1.39M	Sell	25,999 -397	-2%	-$21.2K	0.09%	142
2023 Q4	$1.29M	Sell	26,396 -209	-0.8%	-$10.2K	0.09%	133
2023 Q3	$1.17M	Buy	26,605 +49	+0.2%	+$2.15K	0.09%	135
2023 Q2	$1.22M	Buy	26,556 +1,373	+5%	+$63K	0.09%	139
2023 Q1	$1.11M	Sell	25,183 -509	-2%	-$22.4K	0.09%	138
2022 Q4	$1.09M	Sell	25,692 -1,275	-5%	-$54.2K	0.09%	136
2022 Q3	$1.04M	Sell	26,967 -1,683	-6%	-$64.9K	0.1%	130
2022 Q2	$1.14M	Sell	28,650 -62	-0.2%	-$2.46K	0.1%	128
2022 Q1	$1.35M	Sell	28,712 -319	-1%	-$15K	0.11%	124
2021 Q4	$1.44M	Sell	29,031 -332	-1%	-$16.5K	0.11%	126
2021 Q3	$1.36M	Sell	29,363 -73	-0.2%	-$3.37K	0.11%	126
2021 Q2	$1.39M	Sell	29,436 -883	-3%	-$41.7K	0.11%	125
2021 Q1	$1.39M	Sell	30,319 -3,550	-10%	-$162K	0.12%	130
2020 Q4	$1.37M	Buy	33,869 +9,799	+41%	+$396K	0.18%	111
2020 Q3	$785K	Sell	24,070 -3,496	-13%	-$114K	0.18%	84
2020 Q2	$861K	Sell	27,566 -1,183	-4%	-$37K	0.21%	79
2020 Q1	$728K	Sell	28,749 -9,555	-25%	-$242K	0.22%	79
2019 Q4	$1.39M	Sell	38,304 -3,760	-9%	-$136K	0.32%	70
2019 Q3	$1.43M	Sell	42,064 -724	-2%	-$24.5K	0.36%	61
2019 Q2	$1.46M	Buy	42,788 +1,040	+2%	+$35.4K	0.39%	61
2019 Q1	$1.39M	Buy	41,748 +2,026	+5%	+$67.5K	0.39%	60
2018 Q4	$1.17M	Buy	39,722 +2,032	+5%	+$59.8K	0.39%	63
2018 Q3	$1.36M	Sell	37,690 -6,211	-14%	-$224K	0.4%	60
2018 Q2	$1.53M	Buy	43,901 +3,926	+10%	+$137K	0.49%	55
2018 Q1	$1.33M	Buy	39,975 +8,091	+25%	+$268K	0.43%	57
2017 Q4	$1.06M	Buy	+31,884	New	+$1.06M	0.37%	62