RWPA
Richard W. Paul & Associates’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 | $151K | Sell |
2,779
-149
| -5% | -$8.1K | 0.05% | 174 |
|
|
2025
Q1 | $150K | Buy |
2,928
+174
| +6% | +$8.91K | 0.06% | 172 |
|
|
2024
Q4 | $151K | Sell |
2,754
-356
| -11% | -$19.5K | 0.05% | 179 |
|
|
2024
Q3 | $170K | Sell |
3,110
-218
| -7% | -$11.9K | 0.06% | 176 |
|
|
2024
Q2 | $171K | Buy |
3,328
+44
| +1% | +$2.26K | 0.07% | 173 |
|
|
2024
Q1 | $175K | Sell |
3,284
-684
| -17% | -$36.5K | 0.07% | 172 |
|
|
2023
Q4 | $193K | Sell |
3,968
-257
| -6% | -$12.5K | 0.08% | 165 |
|
|
2023
Q3 | $185K | Sell |
4,225
-906
| -18% | -$39.7K | 0.08% | 162 |
|
|
2023
Q2 | $235K | Sell |
5,131
-264
| -5% | -$12.1K | 0.1% | 162 |
|
|
2023
Q1 | $237K | Buy |
5,395
+25
| +0.5% | +$1.1K | 0.11% | 158 |
|
|
2022
Q4 | $228K | Buy |
+5,370
| New | +$228K | 0.11% | 157 |
|