TF
TLWM 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 | – | Sell |
-351,963
| Closed | -$18M | – | 75 |
|
|
2025
Q1 | $18M | Sell |
351,963
-1,664
| -0.5% | -$85.2K | 3.6% | 9 |
|
|
2024
Q4 | $19.3M | Buy |
353,627
+4,708
| +1% | +$257K | 3.8% | 9 |
|
|
2024
Q3 | $19.1M | Buy |
348,919
+1,323
| +0.4% | +$72.3K | 3.87% | 10 |
|
|
2024
Q2 | $17.8M | Buy |
347,596
+375
| +0.1% | +$19.2K | 3.84% | 10 |
|
|
2024
Q1 | $18.5M | Sell |
347,221
-300
| -0.1% | -$16K | 4.11% | 9 |
|
|
2023
Q4 | $16.9M | Buy |
347,521
+12,764
| +4% | +$622K | 4% | 9 |
|
|
2023
Q3 | $14.7M | Buy |
334,757
+38,160
| +13% | +$1.67M | 3.89% | 9 |
|
|
2023
Q2 | $13.6M | Buy |
296,597
+17,100
| +6% | +$785K | 3.92% | 7 |
|
|
2023
Q1 | $12.3M | Buy |
+279,497
| New | +$12.3M | 3.9% | 7 |
|