Sovereign Financial Group’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $338K | Buy |
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|
2025
Q2 | $318K | Buy |
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|
2025
Q1 | $297K | Hold |
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|
2024
Q4 | $317K | Buy |
|
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|
2024
Q3 | $267K | Hold |
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|
2024
Q2 | $250K | Hold |
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|
2024
Q1 | $260K | Buy |
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|
2023
Q4 | $238K | Sell |
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|
2023
Q3 | $216K | Sell |
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|
2023
Q2 | $446K | Sell |
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|
2023
Q1 | $431K | Sell |
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|
2022
Q4 | $420K | Buy |
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|
2022
Q3 | $354K | Buy |
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|
2022
Q2 | $365K | Hold |
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|
2022
Q1 | $433K | Buy |
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|
2021
Q4 | $227K | Sell |
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|
2021
Q3 | $212K | Sell |
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|
2021
Q2 | $214K | Sell |
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|
2021
Q1 | $216K | Buy |
|