WCFA
Walkner Condon Financial Advisors’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 | $2.58M | Sell |
47,425
-4,601
| -9% | -$250K | 0.47% | 51 |
|
|
2025
Q1 | $2.66M | Sell |
52,026
-63,108
| -55% | -$3.23M | 0.54% | 47 |
|
|
2024
Q4 | $6.3M | Buy |
115,134
+1,814
| +2% | +$99.2K | 1.28% | 20 |
|
|
2024
Q3 | $6.2M | Buy |
113,320
+4,222
| +4% | +$231K | 1.26% | 20 |
|
|
2024
Q2 | $5.59M | Buy |
109,098
+915
| +0.8% | +$46.9K | 1.21% | 23 |
|
|
2024
Q1 | $5.77M | Buy |
108,183
+4,815
| +5% | +$257K | 1.22% | 21 |
|
|
2023
Q4 | $5.04M | Buy |
103,368
+13,042
| +14% | +$636K | 1.15% | 24 |
|
|
2023
Q3 | $3.96M | Buy |
90,326
+592
| +0.7% | +$25.9K | 1.05% | 28 |
|
|
2023
Q2 | $4.12M | Buy |
89,734
+849
| +1% | +$38.9K | 1.09% | 26 |
|
|
2023
Q1 | $3.9M | Sell |
88,885
-966
| -1% | -$42.4K | 1.09% | 26 |
|
|
2022
Q4 | $3.82M | Sell |
89,851
-283
| -0.3% | -$12K | 1.14% | 25 |
|
|
2022
Q3 | $3.48M | Buy |
90,134
+2,294
| +3% | +$88.5K | 1.12% | 24 |
|
|
2022
Q2 | $3.49M | Buy |
87,840
+1,912
| +2% | +$75.9K | 1.09% | 25 |
|
|
2022
Q1 | $4.05M | Buy |
85,928
+80,447
| +1,468% | +$3.8M | 1.15% | 23 |
|
|
2021
Q4 | $273K | Buy |
+5,481
| New | +$273K | 0.18% | 104 |
|
|
2021
Q2 | – | Sell |
-50,842
| Closed | -$2.33M | – | 182 |
|
|
2021
Q1 | $2.33M | Buy |
50,842
+2,108
| +4% | +$96.5K | 0.9% | 32 |
|
|
2020
Q4 | $1.97M | Buy |
48,734
+68
| +0.1% | +$2.75K | 0.85% | 29 |
|
|
2020
Q3 | $1.59M | Buy |
48,666
+1,470
| +3% | +$48K | 0.85% | 29 |
|
|
2020
Q2 | $1.48M | Sell |
47,196
-8,470
| -15% | -$265K | 1.3% | 16 |
|
|
2020
Q1 | $1.41M | Buy |
55,666
+15,431
| +38% | +$391K | 1.51% | 14 |
|
|
2019
Q4 | $1.46M | Buy |
+40,235
| New | +$1.46M | 1.41% | 16 |
|