Northwest Capital 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 | $23.7K | Sell |
435
-5,946
| -93% | -$323K | 0.01% | 212 |
|
|
2025
Q1 | $327K | Buy |
6,381
+1,921
| +43% | +$98.3K | 0.13% | 90 |
|
|
2024
Q4 | $244K | Buy |
4,460
+1,802
| +68% | +$98.6K | 0.1% | 91 |
|
|
2024
Q3 | $145K | Buy |
2,658
+90
| +4% | +$4.92K | 0.05% | 127 |
|
|
2024
Q2 | $132K | Sell |
2,568
-340
| -12% | -$17.4K | 0.05% | 130 |
|
|
2024
Q1 | $155K | Buy |
2,908
+62
| +2% | +$3.31K | 0.05% | 149 |
|
|
2023
Q4 | $139K | Hold |
2,846
| – | – | 0.05% | 149 |
|
|
2023
Q3 | $125K | Buy |
2,846
+491
| +21% | +$21.5K | 0.05% | 148 |
|
|
2023
Q2 | $108K | Buy |
+2,355
| New | +$108K | 0.05% | 155 |
|