SW
Simplicity Wealth’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 | $3.55M | Buy |
65,322
+58,478
| +854% | +$3.18M | 0.15% | 143 |
|
|
2025
Q1 | $350K | Hold |
6,844
| – | – | 0.03% | 401 |
|
|
2024
Q4 | $374K | Hold |
6,844
| – | – | 0.08% | 201 |
|
|
2024
Q3 | $374K | Hold |
6,844
| – | – | 0.03% | 352 |
|
|
2024
Q2 | $351K | Buy |
+6,844
| New | +$351K | 0.01% | 896 |
|
|
2022
Q4 | – | Sell |
-10,739
| Closed | -$414K | – | 83 |
|
|
2022
Q3 | $414K | Buy |
10,739
+253
| +2% | +$9.75K | 0.56% | 48 |
|
|
2022
Q2 | $416K | Sell |
10,486
-8,426
| -45% | -$334K | 0.61% | 42 |
|
|
2022
Q1 | $892K | Sell |
18,912
-1,505
| -7% | -$71K | 0.87% | 33 |
|
|
2021
Q4 | $1.02M | Buy |
+20,417
| New | +$1.02M | 0.55% | 42 |
|