Montz Harcus 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 | $12.2M | Buy |
224,188
+9,854
| +5% | +$536K | 5.88% | 4 |
|
|
2025
Q1 | $11M | Buy |
214,334
+6,766
| +3% | +$346K | 5.99% | 4 |
|
|
2024
Q4 | $11.4M | Buy |
207,568
+4,374
| +2% | +$239K | 6.35% | 3 |
|
|
2024
Q3 | $11.1M | Buy |
203,194
+13,794
| +7% | +$754K | 6.49% | 3 |
|
|
2024
Q2 | $9.72M | Buy |
189,400
+6,952
| +4% | +$357K | 6.3% | 4 |
|
|
2024
Q1 | $9.73M | Buy |
182,448
+2,213
| +1% | +$118K | 6.59% | 3 |
|
|
2023
Q4 | $8.78M | Buy |
180,235
+409
| +0.2% | +$19.9K | 6.71% | 3 |
|
|
2023
Q3 | $7.87M | Buy |
179,826
+2,283
| +1% | +$100K | 6.73% | 3 |
|
|
2023
Q2 | $8.15M | Buy |
177,543
+5,366
| +3% | +$246K | 6.74% | 3 |
|
|
2023
Q1 | $7.57M | Buy |
172,177
+1,833
| +1% | +$80.5K | 6.99% | 3 |
|
|
2022
Q4 | $7.24M | Buy |
170,344
+1,913
| +1% | +$81.3K | 7.18% | 3 |
|
|
2022
Q3 | $6.5M | Buy |
168,431
+2,767
| +2% | +$107K | 7.15% | 3 |
|
|
2022
Q2 | $6.58M | Buy |
165,664
+6,795
| +4% | +$270K | 6.93% | 3 |
|
|
2022
Q1 | $7.49M | Buy |
158,869
+7,280
| +5% | +$343K | 6.72% | 3 |
|
|
2021
Q4 | $7.54M | Buy |
+151,589
| New | +$7.54M | 6.6% | 3 |
|