Spire Wealth Management’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 | $104K | Sell |
1,913
-833
| -30% | -$45.3K | ﹤0.01% | 952 |
|
|
2025
Q1 | $141K | Buy |
2,746
+671
| +32% | +$34.3K | ﹤0.01% | 921 |
|
|
2024
Q4 | $113K | Hold |
2,075
| – | – | ﹤0.01% | 988 |
|
|
2024
Q3 | $113K | Sell |
2,075
-1,160
| -36% | -$63.4K | ﹤0.01% | 878 |
|
|
2024
Q2 | $166K | Buy |
3,235
+1,537
| +91% | +$78.8K | 0.01% | 758 |
|
|
2024
Q1 | $90.6K | Sell |
1,698
-786
| -32% | -$41.9K | ﹤0.01% | 1013 |
|
|
2023
Q4 | $119K | Sell |
2,484
-1,885
| -43% | -$90.5K | ﹤0.01% | 948 |
|
|
2023
Q3 | $191K | Buy |
4,369
+4,181
| +2,224% | +$183K | 0.01% | 722 |
|
|
2023
Q2 | $8.63K | Sell |
188
-376
| -67% | -$17.3K | ﹤0.01% | 1857 |
|
|
2023
Q1 | $24.8K | Buy |
564
+311
| +123% | +$13.7K | ﹤0.01% | 1535 |
|
|
2022
Q4 | $11K | Buy |
253
+187
| +283% | +$8.13K | ﹤0.01% | 1587 |
|
|
2022
Q3 | $3K | Hold |
66
| – | – | ﹤0.01% | 1892 |
|
|
2022
Q2 | $3K | Sell |
66
-4,017
| -98% | -$183K | ﹤0.01% | 2298 |
|
|
2022
Q1 | $193K | Sell |
4,083
-546
| -12% | -$25.8K | 0.01% | 916 |
|
|
2021
Q4 | $230K | Sell |
4,629
-873
| -16% | -$43.4K | 0.01% | 1033 |
|
|
2021
Q3 | $254K | Buy |
5,502
+11
| +0.2% | +$508 | 0.01% | 828 |
|
|
2021
Q2 | $259K | Sell |
5,491
-383
| -7% | -$18.1K | 0.01% | 843 |
|
|
2021
Q1 | $269K | Buy |
+5,874
| New | +$269K | 0.01% | 929 |
|