RWM
RKL 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 | $30.2M | Buy |
554,543
+73,729
| +15% | +$4.01M | 2.65% | 6 |
|
|
2025
Q1 | $24.6M | Buy |
480,814
+275,996
| +135% | +$14.1M | 2.32% | 7 |
|
|
2024
Q4 | $11.2M | Buy |
204,818
+164,481
| +408% | +$9M | 1% | 21 |
|
|
2024
Q3 | $2.21M | Buy |
+40,337
| New | +$2.21M | 0.2% | 64 |
|