National Wealth Management Group’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
Q1 | $921K | Buy |
17,993
+12,048
| +203% | +$617K | 0.61% | 34 |
|
|
2024
Q4 | $325K | Sell |
5,945
-3,098
| -34% | -$169K | 0.22% | 99 |
|
|
2024
Q3 | $494K | Sell |
9,043
-9,188
| -50% | -$502K | 0.33% | 75 |
|
|
2024
Q2 | $935K | Buy |
18,231
+1,491
| +9% | +$76.5K | 0.71% | 38 |
|
|
2024
Q1 | $893K | Buy |
16,740
+799
| +5% | +$42.6K | 0.69% | 39 |
|
|
2023
Q4 | $777K | Buy |
15,941
+247
| +2% | +$12K | 0.75% | 37 |
|
|
2023
Q3 | $687K | Buy |
15,694
+720
| +5% | +$31.5K | 0.75% | 38 |
|
|
2023
Q2 | $699K | Buy |
+14,974
| New | +$699K | 0.73% | 40 |
|