Vertex Planning Partners’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $339K | Hold |
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|
2025
Q2 | $322K | Buy |
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|
2025
Q1 | $290K | Sell |
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|
2024
Q4 | $311K | Sell |
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|
2024
Q3 | $330K | Sell |
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|
2024
Q2 | $361K | Sell |
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|
2024
Q1 | $3.09M | Sell |
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|
2023
Q4 | $2.87M | Buy |
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|
2023
Q3 | $2M | Buy |
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|
2023
Q2 | $1.65M | Sell |
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|
2023
Q1 | $1.59M | Sell |
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|
2022
Q4 | $1.8M | Buy |
|