SPWG
Syntegra Private Wealth Group’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 | $6.58M | Sell |
121,008
-82,077
| -40% | -$4.46M | 0.67% | 21 |
|
|
2025
Q1 | $10.4M | Buy |
203,085
+33,756
| +20% | +$1.73M | 1.22% | 18 |
|
|
2024
Q4 | $9.26M | Sell |
169,329
-6,776
| -4% | -$371K | 1.05% | 18 |
|
|
2024
Q3 | $9.63M | Sell |
176,105
-1,171
| -0.7% | -$64K | 1.11% | 18 |
|
|
2024
Q2 | $9.09M | Sell |
177,276
-3,333
| -2% | -$171K | 1.16% | 15 |
|
|
2024
Q1 | $9.63M | Sell |
180,609
-1,181,243
| -87% | -$63M | 1.24% | 14 |
|
|
2023
Q4 | $66.3M | Buy |
1,361,852
+6,203
| +0.5% | +$302K | 9.36% | 5 |
|
|
2023
Q3 | $59.4M | Buy |
1,355,649
+65,134
| +5% | +$2.85M | 9.32% | 5 |
|
|
2023
Q2 | $59.2M | Buy |
1,290,515
+125,539
| +11% | +$5.76M | 9.05% | 5 |
|
|
2023
Q1 | $51.2M | Buy |
1,164,976
+128,682
| +12% | +$5.65M | 9.11% | 5 |
|
|
2022
Q4 | $44M | Buy |
+1,036,294
| New | +$44M | 8.83% | 4 |
|