PWM
Power 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 | $2.59M | Buy |
47,551
+2,087
| +5% | +$113K | 0.99% | 21 |
|
|
2025
Q1 | $2.33M | Buy |
45,464
+5,339
| +13% | +$273K | 0.94% | 22 |
|
|
2024
Q4 | $2.19M | Buy |
40,125
+3,440
| +9% | +$188K | 0.92% | 27 |
|
|
2024
Q3 | $2.01M | Buy |
36,685
+6,269
| +21% | +$343K | 0.86% | 25 |
|
|
2024
Q2 | $1.56M | Buy |
30,416
+19,888
| +189% | +$1.02M | 0.75% | 27 |
|
|
2024
Q1 | $562K | Buy |
10,528
+2,757
| +35% | +$147K | 0.35% | 58 |
|
|
2023
Q4 | $379K | Buy |
+7,771
| New | +$379K | 0.26% | 64 |
|