Napa 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 | – | Sell |
-4,687
| Closed | -$240K | – | 177 |
|
|
2025
Q1 | $240K | Buy |
4,687
+10
| +0.2% | +$512 | 0.14% | 148 |
|
|
2024
Q4 | $256K | Buy |
4,677
+89
| +2% | +$4.87K | 0.11% | 154 |
|
|
2024
Q3 | $251K | Buy |
4,588
+51
| +1% | +$2.79K | 0.12% | 146 |
|
|
2024
Q2 | $233K | Buy |
4,537
+12
| +0.3% | +$616 | 0.16% | 97 |
|
|
2024
Q1 | $241K | Sell |
4,525
-1,875
| -29% | -$100K | 0.13% | 62 |
|
|
2023
Q4 | $312K | Buy |
+6,400
| New | +$312K | 0.17% | 87 |
|