Shepherd Financial Partners’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 | $15.3M | Buy |
281,857
+6,555
| +2% | +$356K | 1.62% | 17 |
|
|
2025
Q1 | $14.1M | Buy |
275,302
+264,931
| +2,555% | +$13.6M | 1.65% | 15 |
|
|
2024
Q4 | $567K | Buy |
10,371
+5,663
| +120% | +$310K | 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 | +$251K | 0.03% | 193 |
|