Montz Harcus 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 | $13.1M | Buy |
|
|||||
|
2025
Q2 | $12.2M | Buy |
|
|||||
|
2025
Q1 | $11M | Buy |
|
|||||
|
2024
Q4 | $11.4M | Buy |
|
|||||
|
2024
Q3 | $11.1M | Buy |
|
|||||
|
2024
Q2 | $9.72M | Buy |
|
|||||
|
2024
Q1 | $9.73M | Buy |
|
|||||
|
2023
Q4 | $8.78M | Buy |
|
|||||
|
2023
Q3 | $7.87M | Buy |
|
|||||
|
2023
Q2 | $8.15M | Buy |
|
|||||
|
2023
Q1 | $7.57M | Buy |
|
|||||
|
2022
Q4 | $7.24M | Buy |
|
|||||
|
2022
Q3 | $6.5M | Buy |
|
|||||
|
2022
Q2 | $6.58M | Buy |
|
|||||
|
2022
Q1 | $7.49M | Buy |
|
|||||
|
2021
Q4 | $7.54M | Buy |
|