Waller Financial Planning Group’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
Q3 | $38.9M | Buy |
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|
2025
Q2 | $36.3M | Buy |
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|
2025
Q1 | $28.8M | Sell |
|
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|
2024
Q4 | $37.3M | Sell |
|
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|
2024
Q3 | $37.4M | Buy |
|
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|
2024
Q2 | $35M | Buy |
|
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|
2024
Q1 | $36.3M | Sell |
|
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|
2023
Q4 | $33.8M | Buy |
|
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|
2023
Q3 | $30M | Sell |
|
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|
2023
Q2 | $31.7M | Sell |
|
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|
2023
Q1 | $30.5M | Sell |
|
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|
2022
Q4 | $34M | Buy |
|
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|
2022
Q3 | $30.6M | Buy |
|
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|
2022
Q2 | $31.3M | Sell |
|
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|
2022
Q1 | $38.1M | Buy |
|
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|
2021
Q4 | $39.1M | Buy |
|
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|
2021
Q3 | $35.7M | Buy |
|
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|
2021
Q2 | $35.7M | Buy |
|
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|
2021
Q1 | $34M | Sell |
|
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|
2020
Q4 | $30.3M | Buy |
|
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|
2020
Q3 | $21.3M | Buy |
|
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|
2020
Q2 | $19.9M | Buy |
|
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|
2020
Q1 | $14.5M | Buy |
|
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|
2019
Q4 | $18.7M | Buy |
|
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|
2019
Q3 | $17.4M | Buy |
|
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|
2019
Q2 | $16.6M | Buy |
|
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|
2019
Q1 | $15.7M | Buy |
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|
2018
Q4 | $12.5M | Buy |
|