Narus Financial Partners’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
Q2 | $515K | Buy |
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|
2025
Q1 | $474K | Buy |
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|
2024
Q4 | $416K | Buy |
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|
2024
Q3 | $410K | Buy |
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|
2024
Q2 | $367K | Buy |
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|
2024
Q1 | $366K | Sell |
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|
2023
Q4 | $406K | Sell |
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|
2023
Q3 | $444K | Sell |
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|
2023
Q2 | $520K | Sell |
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|
2023
Q1 | $541K | Sell |
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|
2022
Q4 | $557K | Sell |
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|
2022
Q3 | $513K | Buy |
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|
2022
Q2 | $514K | Sell |
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|
2022
Q1 | $623K | Buy |
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|
2021
Q1 | $539K | Buy |
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|
2019
Q4 | $259K | Buy |
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