TWM
Trinity Wealth Management’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 | $876K | Sell |
16,100
-9,077
| -36% | -$494K | 0.35% | 36 |
|
|
2025
Q1 | $1.29M | Buy |
25,177
+1,143
| +5% | +$58.5K | 0.59% | 21 |
|
|
2024
Q4 | $1.31M | Buy |
24,034
+120
| +0.5% | +$6.56K | 0.59% | 25 |
|
|
2024
Q3 | $1.31M | Buy |
23,914
+473
| +2% | +$25.9K | 0.6% | 24 |
|
|
2024
Q2 | $1.2M | Buy |
23,441
+828
| +4% | +$42.5K | 0.6% | 24 |
|
|
2024
Q1 | $1.21M | Buy |
22,613
+752
| +3% | +$40.1K | 0.62% | 23 |
|
|
2023
Q4 | $1.07M | Buy |
21,861
+1,678
| +8% | +$81.8K | 0.64% | 26 |
|
|
2023
Q3 | $884K | Buy |
+20,183
| New | +$884K | 0.55% | 27 |
|