Modera Wealth Management’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
Q3 | $7.12M | Sell |
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|
2025
Q2 | $6.81M | Sell |
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|
2025
Q1 | $6.56M | Sell |
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|
2024
Q4 | $7.41M | Buy |
|
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|
2024
Q3 | $4.12M | Sell |
|
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|
2024
Q2 | $3.94M | Sell |
|
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|
2024
Q1 | $4.11M | Sell |
|
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|
2023
Q4 | $3.86M | Sell |
|
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|
2023
Q3 | $3.57M | Sell |
|
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|
2023
Q2 | $3.8M | Buy |
|
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|
2023
Q1 | $616K | Sell |
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|
2022
Q4 | $636K | Sell |
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|
2022
Q3 | $864K | Sell |
|
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|
2022
Q2 | $1.11M | Sell |
|
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|
2022
Q1 | $2.32M | Sell |
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|
2021
Q4 | $2.65M | Buy |
|