RWM
Reston 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 | $20.6M | Buy |
377,916
+19,930
| +6% | +$1.08M | 7.2% | 5 |
|
|
2025
Q1 | $18.3M | Sell |
357,986
-855
| -0.2% | -$43.8K | 7.41% | 5 |
|
|
2024
Q4 | $19.6M | Buy |
358,841
+4,339
| +1% | +$237K | 7.3% | 5 |
|
|
2024
Q3 | $19.4M | Sell |
354,502
-826
| -0.2% | -$45.2K | 7.02% | 5 |
|
|
2024
Q2 | $18.2M | Buy |
355,328
+2,152
| +0.6% | +$110K | 7.29% | 5 |
|
|
2024
Q1 | $18.8M | Sell |
353,176
-273
| -0.1% | -$14.6K | 7.65% | 5 |
|
|
2023
Q4 | $17.2M | Buy |
353,449
+11,077
| +3% | +$540K | 7.88% | 5 |
|
|
2023
Q3 | $15M | Sell |
342,372
-73,345
| -18% | -$3.21M | 7.57% | 5 |
|
|
2023
Q2 | $19.1M | Buy |
415,717
+7,938
| +2% | +$364K | 9.08% | 5 |
|
|
2023
Q1 | $17.9M | Buy |
407,779
+23,454
| +6% | +$1.03M | 9.37% | 5 |
|
|
2022
Q4 | $16.3M | Buy |
384,325
+165,550
| +76% | +$7.04M | 9.02% | 5 |
|
|
2022
Q3 | $8.44M | Buy |
218,775
+175,604
| +407% | +$6.77M | 5.02% | 5 |
|
|
2022
Q2 | $1.71M | Buy |
43,171
+28,514
| +195% | +$1.13M | 0.95% | 15 |
|
|
2022
Q1 | $691K | Buy |
14,657
+192
| +1% | +$9.05K | 0.35% | 25 |
|
|
2021
Q4 | $719K | Buy |
14,465
+381
| +3% | +$18.9K | 0.35% | 26 |
|
|
2021
Q3 | $650K | Sell |
14,084
-7,250
| -34% | -$335K | 0.34% | 26 |
|
|
2021
Q2 | $1.01M | Sell |
21,334
-2,110
| -9% | -$99.6K | 0.5% | 21 |
|
|
2021
Q1 | $1.07M | Sell |
23,444
-832
| -3% | -$38.1K | 0.56% | 20 |
|
|
2020
Q4 | $981K | Buy |
24,276
+270
| +1% | +$10.9K | 0.56% | 20 |
|
|
2020
Q3 | $783K | Sell |
24,006
-318
| -1% | -$10.4K | 0.5% | 21 |
|
|
2020
Q2 | $760K | Buy |
24,324
+459
| +2% | +$14.3K | 0.52% | 22 |
|
|
2020
Q1 | $604K | Buy |
+23,865
| New | +$604K | 0.49% | 23 |
|
|
2019
Q3 | – | Sell |
-16,537
| Closed | -$563K | – | 50 |
|
|
2019
Q2 | $563K | Buy |
16,537
+560
| +4% | +$19.1K | 0.44% | 25 |
|
|
2019
Q1 | $548K | Buy |
15,977
+8,035
| +101% | +$276K | 0.44% | 26 |
|
|
2018
Q4 | $234K | Buy |
+7,942
| New | +$234K | 0.22% | 42 |
|