SFP
SPMD icon

Shepherd Financial Partners’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Shepherd Financial Partners’s Portfolio SPMD Stock Details SPMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17.5M Sell
295,835
-5,299
-2% -$323K 1.66% 14
2025
Q4 		$17.4M Buy
301,134
+12,741
+4% +$732K 1.62% 18
2025
Q3 		$16.5M Buy
288,393
+6,536
+2% +$368K 1.57% 17
2025
Q2 		$15.3M Buy
281,857
+6,555
+2% +$338K 1.62% 17
2025
Q1 		$14.1M Buy
275,302
+264,931
+2,555% +$14.4M 1.65% 15
2024
Q4 		$567K Buy
10,371
+5,663
+120% +$319K 0.07% 136
2024
Q3 		$257K Hold
4,708
– – 0.03% 192
2024
Q2 		$242K Hold
4,708
– – 0.03% 192
2024
Q1 		$251K Buy
+4,708
New +$234K 0.03% 193

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AG
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FWI
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