PWG
Private Wealth Group’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 | $7.3M | Sell |
134,270
-24,263
| -15% | -$1.32M | 3.88% | 7 |
|
|
2025
Q1 | $8.11M | Sell |
158,533
-66
| -0% | -$3.38K | 4.77% | 5 |
|
|
2024
Q4 | $8.67M | Buy |
158,599
+4,432
| +3% | +$242K | 4.24% | 6 |
|
|
2024
Q3 | $8.43M | Sell |
154,167
-2,600
| -2% | -$142K | 4.21% | 6 |
|
|
2024
Q2 | $8.04M | Sell |
156,767
-378
| -0.2% | -$19.4K | 4.22% | 6 |
|
|
2024
Q1 | $8.38M | Buy |
157,145
+6,676
| +4% | +$356K | 4.34% | 6 |
|
|
2023
Q4 | $7.33M | Sell |
150,469
-4,238
| -3% | -$206K | 4.16% | 8 |
|
|
2023
Q3 | $6.77M | Buy |
154,707
+64,277
| +71% | +$2.81M | 4.44% | 8 |
|
|
2023
Q2 | $4.15M | Buy |
90,430
+55,090
| +156% | +$2.53M | 4.27% | 8 |
|
|
2023
Q1 | $1.55M | Sell |
35,340
-4,638
| -12% | -$204K | 2.14% | 12 |
|
|
2022
Q4 | $1.7M | Sell |
39,978
-189
| -0.5% | -$8.03K | 2.41% | 11 |
|
|
2022
Q3 | $1.55M | Sell |
40,167
-58,237
| -59% | -$2.25M | 2.42% | 10 |
|
|
2022
Q2 | $3.91M | Sell |
98,404
-48,892
| -33% | -$1.94M | 4.84% | 5 |
|
|
2022
Q1 | $6.95M | Sell |
147,296
-15,809
| -10% | -$746K | 5.11% | 4 |
|
|
2021
Q4 | $8.11M | Buy |
163,105
+605
| +0.4% | +$30.1K | 5.5% | 5 |
|
|
2021
Q3 | $7.5M | Buy |
162,500
+4,455
| +3% | +$206K | 4.95% | 6 |
|
|
2021
Q2 | $7.46M | Buy |
158,045
+9,431
| +6% | +$445K | 4.94% | 6 |
|
|
2021
Q1 | $6.8M | Sell |
148,614
-1,875
| -1% | -$85.8K | 4.86% | 6 |
|
|
2020
Q4 | $6.08M | Sell |
150,489
-8,835
| -6% | -$357K | 5.06% | 6 |
|
|
2020
Q3 | $5.2M | Buy |
159,324
+151,310
| +1,888% | +$4.94M | 4.22% | 6 |
|
|
2020
Q2 | $250K | Buy |
+8,014
| New | +$250K | 0.21% | 26 |
|