Meridian 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 | $216K | Sell |
3,965
-466
| -11% | -$25.3K | 0.01% | 631 |
|
|
2025
Q1 | $227K | Sell |
4,431
-143
| -3% | -$7.32K | 0.01% | 577 |
|
|
2024
Q4 | $250K | Sell |
4,574
-46
| -1% | -$2.52K | 0.01% | 552 |
|
|
2024
Q3 | $253K | Buy |
4,620
+6
| +0.1% | +$328 | 0.01% | 564 |
|
|
2024
Q2 | $237K | Buy |
+4,614
| New | +$237K | 0.03% | 258 |
|
|
2024
Q1 | – | Sell |
-5,567
| Closed | -$271K | – | 489 |
|
|
2023
Q4 | $271K | Buy |
5,567
+142
| +3% | +$6.92K | 0.02% | 516 |
|
|
2023
Q3 | $238K | Buy |
+5,425
| New | +$238K | 0.01% | 489 |
|
|
2019
Q3 | – | Sell |
-1,261
| Closed | -$430 | – | 443 |
|
|
2019
Q2 | $430 | Buy |
+1,261
| New | +$430 | 0.02% | 394 |
|