SF
Symphony Financial’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 | $5.35M | Buy |
+96,144
| New | +$5.35M | 0.7% | 40 |
|
|
2025
Q1 | – | Sell |
-197,752
| Closed | -$11.4M | – | 199 |
|
|
2024
Q4 | $11.4M | Buy |
197,752
+11,902
| +6% | +$687K | 1.79% | 15 |
|
|
2024
Q3 | $10.2M | Buy |
185,850
+13,405
| +8% | +$732K | 1.68% | 16 |
|
|
2024
Q2 | $8.83M | Buy |
172,445
+16,474
| +11% | +$843K | 1.61% | 17 |
|
|
2024
Q1 | $8.32M | Sell |
155,971
-922
| -0.6% | -$49.2K | 1.94% | 13 |
|
|
2023
Q4 | $7.45M | Buy |
156,893
+29,795
| +23% | +$1.42M | 1.6% | 18 |
|
|
2023
Q3 | $5.49M | Buy |
127,098
+25,075
| +25% | +$1.08M | 1.34% | 21 |
|
|
2023
Q2 | $4.65M | Buy |
102,023
+16,756
| +20% | +$764K | 1.14% | 25 |
|
|
2023
Q1 | $3.68M | Buy |
85,267
+16,639
| +24% | +$719K | 0.95% | 27 |
|
|
2022
Q4 | $2.95M | Buy |
68,628
+19,090
| +39% | +$820K | 0.78% | 31 |
|
|
2022
Q3 | $1.92M | Buy |
+49,538
| New | +$1.92M | 0.63% | 41 |
|