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Omega Financial Group’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Omega Financial Group’s Portfolio SPMD Stock Details SPMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-4,702
Closed -$207K – 83
2023
Q1 		$207K Sell
4,702
-190
-4% -$8.5K 0.1% 81
2022
Q4 		$208K Buy
+4,892
New +$208K 0.11% 81
2022
Q3 		– Sell
-5,647
Closed -$224K – 80
2022
Q2 		$224K Sell
5,647
-109
-2% -$4.73K 0.11% 80
2022
Q1 		$271K Sell
5,756
-129
-2% -$6.03K 0.12% 68
2021
Q4 		$293K Sell
5,885
-340
-5% -$16.6K 0.13% 63
2021
Q3 		$287K Sell
6,225
-7
-0.1% -$331 0.14% 58
2021
Q2 		$294K Sell
6,232
-332
-5% -$15.8K 0.14% 54
2021
Q1 		$300K Sell
6,564
-887
-12% -$38.9K 0.15% 55
2020
Q4 		$301K Buy
7,451
+191
+3% +$7.08K 0.16% 53
2020
Q3 		$237K Sell
7,260
-9,586
-57% -$315K 0.14% 57
2020
Q2 		$526K Sell
16,846
-210
-1% -$6.13K 0.34% 45
2020
Q1 		$432K Buy
17,056
+1,760
+12% +$57.6K 0.33% 43
2019
Q4 		$554K Sell
15,296
-123
-0.8% -$4.29K 0.36% 48
2019
Q3 		$523K Sell
15,419
-151
-1% -$5.09K 0.37% 46
2019
Q2 		$530K Sell
15,570
-368
-2% -$12.4K 0.39% 45
2019
Q1 		$531K Sell
15,938
-1,467
-8% -$48K 0.39% 47
2018
Q4 		$512K Buy
+17,405
New +$567K 0.45% 42

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