Strategic Financial Planning’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
Q2 | $590K | Buy |
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|
2025
Q1 | $496K | Buy |
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|
2024
Q4 | $472K | Buy |
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|
2024
Q3 | $463K | Buy |
|
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|
2024
Q2 | $434K | Buy |
|
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|
2024
Q1 | $314K | Buy |
|
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|
2023
Q4 | $282K | Buy |
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|
2023
Q3 | $249K | Sell |
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|
2023
Q2 | $272K | Buy |
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|
2023
Q1 | $260K | Sell |
|
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|
2022
Q4 | $254K | Buy |
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|
2022
Q3 | $221K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $255K | Buy |
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|
2021
Q3 | $214K | Buy |
|
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|
2021
Q2 | $210K | Sell |
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|
2021
Q1 | $280K | Buy |
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|
2020
Q4 | $213K | Buy |
|