National Wealth Management Group’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
$1.02M Sell
2025
Q2
$994K Buy
2025
Q1
$921K Buy
2024
Q4
$325K Sell
2024
Q3
$494K Sell
2024
Q2
$935K Buy
2024
Q1
$893K Buy
2023
Q4
$777K Buy
2023
Q3
$687K Buy
2023
Q2
$699K Buy