MGB Wealth Management’s 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
$725K Sell
2025
Q1
$707K Sell
2024
Q4
$776K Buy
2024
Q3
$773K Buy
2024
Q2
$740K Sell
2024
Q1
$747K Buy
2023
Q4
$680K Buy