Walkner Condon Financial Advisors’s 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
Q2 | $2.58M | Sell |
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|
2025
Q1 | $2.66M | Sell |
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|
2024
Q4 | $6.3M | Buy |
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|
2024
Q3 | $6.2M | Buy |
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|
2024
Q2 | $5.59M | Buy |
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|
2024
Q1 | $5.77M | Buy |
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|
2023
Q4 | $5.04M | Buy |
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|
2023
Q3 | $3.96M | Buy |
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|
2023
Q2 | $4.12M | Buy |
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|
2023
Q1 | $3.9M | Sell |
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|
2022
Q4 | $3.82M | Sell |
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|
2022
Q3 | $3.48M | Buy |
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|
2022
Q2 | $3.49M | Buy |
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|
2022
Q1 | $4.05M | Buy |
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|
2021
Q4 | $273K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $2.33M | Buy |
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|
2020
Q4 | $1.97M | Buy |
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|
2020
Q3 | $1.59M | Buy |
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|
2020
Q2 | $1.48M | Sell |
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|
2020
Q1 | $1.41M | Buy |
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|
2019
Q4 | $1.46M | Buy |
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