SWA
Sax Wealth Advisors’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 | $304K | Sell |
5,597
-842
| -13% | -$45.8K | 0.02% | 334 |
|
|
2025
Q1 | $330K | Buy |
6,439
+166
| +3% | +$8.5K | 0.02% | 277 |
|
|
2024
Q4 | $343K | Buy |
6,273
+1,248
| +25% | +$68.3K | 0.03% | 244 |
|
|
2024
Q3 | $275K | Sell |
5,025
-4
| -0.1% | -$219 | 0.02% | 232 |
|
|
2024
Q2 | $258K | Buy |
5,029
+4
| +0.1% | +$205 | 0.02% | 228 |
|
|
2024
Q1 | $268K | Hold |
5,025
| – | – | 0.03% | 156 |
|
|
2023
Q4 | $245K | Buy |
+5,025
| New | +$245K | 0.04% | 164 |
|