Rothschild Investment LLC’s SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.5K | Buy |
727
+198
| +37% | +$10.8K | ﹤0.01% | 842 |
|
|
2025
Q1 | $27K | Buy |
529
+2
| +0.4% | +$102 | ﹤0.01% | 921 |
|
|
2024
Q4 | $28.8K | Buy |
527
+1
| +0.2% | +$55 | ﹤0.01% | 916 |
|
|
2024
Q3 | $28.8K | Sell |
526
-50
| -9% | -$2.73K | ﹤0.01% | 915 |
|
|
2024
Q2 | $29.6K | Buy |
576
+424
| +279% | +$21.8K | ﹤0.01% | 887 |
|
|
2024
Q1 | $8.11K | Hold |
152
| – | – | ﹤0.01% | 1079 |
|
|
2023
Q4 | $7.41K | Buy |
+152
| New | +$7.41K | ﹤0.01% | 1032 |
|