PCG Wealth Advisors’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 | $263K | Hold |
4,839
| – | – | 0.13% | 77 |
|
|
2025
Q1 | $248K | Hold |
4,839
| – | – | 0.09% | 116 |
|
|
2024
Q4 | $265K | Hold |
4,839
| – | – | 0.1% | 108 |
|
|
2024
Q3 | $265K | Hold |
4,839
| – | – | 0.1% | 106 |
|
|
2024
Q2 | $248K | Hold |
4,839
| – | – | 0.11% | 103 |
|
|
2024
Q1 | $258K | Hold |
4,839
| – | – | 0.12% | 96 |
|
|
2023
Q4 | $236K | Sell |
4,839
-18,798
| -80% | -$916K | 0.13% | 88 |
|
|
2023
Q3 | $1.04M | Buy |
23,637
+1,129
| +5% | +$49.4K | 0.68% | 37 |
|
|
2023
Q2 | $1.03M | Buy |
22,508
+1,710
| +8% | +$78.5K | 0.64% | 40 |
|
|
2023
Q1 | $914K | Sell |
20,798
-117
| -0.6% | -$5.14K | 0.58% | 45 |
|
|
2022
Q4 | $889K | Sell |
20,915
-16,279
| -44% | -$692K | 0.56% | 43 |
|
|
2022
Q3 | $1.44M | Buy |
37,194
+18,192
| +96% | +$704K | 0.51% | 45 |
|
|
2022
Q2 | $754K | Sell |
19,002
-78
| -0.4% | -$3.1K | 0.54% | 41 |
|
|
2022
Q1 | $900K | Buy |
+19,080
| New | +$900K | 0.57% | 36 |
|