MWM
MGB 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 | $725K | Sell |
13,339
-483
| -3% | -$26.3K | 0.24% | 92 |
|
|
2025
Q1 | $707K | Sell |
13,822
-368
| -3% | -$18.8K | 0.26% | 95 |
|
|
2024
Q4 | $776K | Buy |
14,190
+61
| +0.4% | +$3.34K | 0.24% | 82 |
|
|
2024
Q3 | $773K | Buy |
14,129
+150
| +1% | +$8.2K | 0.28% | 82 |
|
|
2024
Q2 | $740K | Sell |
13,979
-24
| -0.2% | -$1.27K | 0.28% | 84 |
|
|
2024
Q1 | $747K | Buy |
14,003
+51
| +0.4% | +$2.72K | 0.3% | 81 |
|
|
2023
Q4 | $680K | Buy |
+13,952
| New | +$680K | 0.34% | 80 |
|