OWA
Octavia Wealth Advisors’s SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.45M | Buy |
173,720
+1,789
| +1% | +$97.3K | 1.07% | 22 |
|
|
2025
Q1 | $8.8M | Buy |
171,931
+28,201
| +20% | +$1.44M | 1.07% | 23 |
|
|
2024
Q4 | $7.86M | Buy |
143,730
+9,566
| +7% | +$523K | 0.95% | 25 |
|
|
2024
Q3 | $7.34M | Buy |
134,164
+22,924
| +21% | +$1.25M | 0.9% | 26 |
|
|
2024
Q2 | $5.71M | Buy |
111,240
+25,322
| +29% | +$1.3M | 0.78% | 26 |
|
|
2024
Q1 | $4.58M | Buy |
85,918
+74,008
| +621% | +$3.95M | 0.68% | 28 |
|
|
2023
Q4 | $580K | Buy |
+11,910
| New | +$580K | 0.1% | 108 |
|
|
2023
Q1 | – | Sell |
-5,668
| Closed | -$241K | – | 193 |
|
|
2022
Q4 | $241K | Buy |
+5,668
| New | +$241K | 0.06% | 159 |
|