Phillips Financial 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 | $174K | Hold |
3,195
| – | – | 0.01% | 187 |
|
|
2025
Q1 | $164K | Hold |
3,195
| – | – | 0.01% | 183 |
|
|
2024
Q4 | $175K | Hold |
3,195
| – | – | 0.01% | 177 |
|
|
2024
Q3 | $175K | Sell |
3,195
-8
| -0.2% | -$437 | 0.01% | 185 |
|
|
2024
Q2 | $164K | Buy |
3,203
+8
| +0.3% | +$410 | 0.01% | 187 |
|
|
2024
Q1 | $170K | Hold |
3,195
| – | – | 0.01% | 183 |
|
|
2023
Q4 | $156K | Buy |
+3,195
| New | +$156K | 0.01% | 169 |
|