Total Clarity 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 | $1.2M | Buy |
22,036
+5,803
| +36% | +$316K | 0.34% | 78 |
|
|
2025
Q1 | $888K | Sell |
16,233
-158
| -1% | -$8.64K | 0.29% | 96 |
|
|
2024
Q4 | $896K | Buy |
+16,391
| New | +$896K | 0.29% | 92 |
|
|
2022
Q3 | – | Sell |
-424
| Closed | -$17K | – | 873 |
|
|
2022
Q2 | $17K | Buy |
+424
| New | +$17K | 0.01% | 578 |
|
|
2022
Q1 | – | Sell |
-1,582
| Closed | -$79K | – | 809 |
|
|
2021
Q4 | $79K | Buy |
1,582
+3
| +0.2% | +$150 | 0.04% | 343 |
|
|
2021
Q3 | $73K | Buy |
+1,579
| New | +$73K | 0.03% | 352 |
|
|
2021
Q2 | – | Sell |
-332
| Closed | -$15K | – | 661 |
|
|
2021
Q1 | $15K | Buy |
+332
| New | +$15K | 0.01% | 503 |
|
|
2020
Q1 | – | Sell |
-327
| Closed | -$12K | – | 539 |
|
|
2019
Q4 | $12K | Buy |
+327
| New | +$12K | 0.01% | 476 |
|