PPWM
PFG Private Wealth Management’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 | – | Sell |
-968
| Closed | -$49.5K | – | 226 |
|
|
2025
Q1 | $49.5K | Buy |
968
+51
| +6% | +$2.61K | 0.03% | 95 |
|
|
2024
Q4 | $50.2K | Sell |
917
-5
| -0.5% | -$273 | 0.03% | 91 |
|
|
2024
Q3 | $50.4K | Buy |
922
+8
| +0.9% | +$437 | 0.03% | 94 |
|
|
2024
Q2 | $46.9K | Buy |
914
+78
| +9% | +$4K | 0.03% | 96 |
|
|
2024
Q1 | $44.6K | Buy |
+836
| New | +$44.6K | 0.03% | 92 |
|