U.S. Capital Wealth Advisors’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 | $428K | Hold |
7,870
| – | – | 0.01% | 631 |
|
|
2025
Q1 | $403K | Hold |
7,870
| – | – | 0.01% | 628 |
|
|
2024
Q4 | $430K | Buy |
7,870
+450
| +6% | +$24.6K | 0.01% | 598 |
|
|
2024
Q3 | $406K | Hold |
7,420
| – | – | 0.01% | 525 |
|
|
2024
Q2 | $381K | Hold |
7,420
| – | – | 0.01% | 512 |
|
|
2024
Q1 | $396K | Sell |
7,420
-1,804
| -20% | -$96.2K | 0.02% | 507 |
|
|
2023
Q4 | $449K | Sell |
9,224
-6,475
| -41% | -$315K | 0.02% | 472 |
|
|
2023
Q3 | $687K | Buy |
15,699
+5,628
| +56% | +$246K | 0.03% | 370 |
|
|
2023
Q2 | $462K | Hold |
10,071
| – | – | 0.02% | 456 |
|
|
2023
Q1 | $443K | Buy |
10,071
+927
| +10% | +$40.7K | 0.02% | 453 |
|
|
2022
Q4 | $389K | Buy |
+9,144
| New | +$389K | 0.02% | 495 |
|