SAI
Savvy Advisors Inc’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 | $219K | Sell |
4,032
-449
| -10% | -$24.4K | 0.01% | 574 |
|
|
2025
Q1 | $229K | Buy |
+4,481
| New | +$229K | 0.02% | 454 |
|
|
2024
Q2 | – | Sell |
-4,011
| Closed | -$214K | – | 308 |
|
|
2024
Q1 | $214K | Sell |
4,011
-7,660
| -66% | -$409K | 0.12% | 206 |
|
|
2023
Q4 | $569K | Buy |
+11,671
| New | +$569K | 0.55% | 50 |
|