Warren Street 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 | $7.92M | Buy |
145,668
+12,936
| +10% | +$703K | 2.61% | 7 |
|
|
2025
Q1 | $6.79M | Buy |
132,732
+6,290
| +5% | +$322K | 2.64% | 8 |
|
|
2024
Q4 | $6.92M | Buy |
126,442
+3,714
| +3% | +$203K | 2.83% | 7 |
|
|
2024
Q3 | $6.71M | Buy |
122,728
+3,861
| +3% | +$211K | 2.77% | 7 |
|
|
2024
Q2 | $6.1M | Buy |
118,867
+3,713
| +3% | +$190K | 3.03% | 7 |
|
|
2024
Q1 | $6.14M | Buy |
115,154
+3,853
| +3% | +$206K | 3.04% | 8 |
|
|
2023
Q4 | $5.42M | Buy |
111,301
+4,294
| +4% | +$209K | 3.08% | 8 |
|
|
2023
Q3 | $4.69M | Buy |
107,007
+1,183
| +1% | +$51.8K | 3.1% | 7 |
|
|
2023
Q2 | $4.86M | Buy |
105,824
+903
| +0.9% | +$41.4K | 3.2% | 7 |
|
|
2023
Q1 | $4.61M | Buy |
104,921
+2,852
| +3% | +$125K | 3.28% | 7 |
|
|
2022
Q4 | $4.34M | Buy |
102,069
+5,998
| +6% | +$255K | 3.48% | 7 |
|
|
2022
Q3 | $3.7M | Buy |
96,071
+3,124
| +3% | +$120K | 3.73% | 8 |
|
|
2022
Q2 | $3.69M | Buy |
92,947
+4,353
| +5% | +$173K | 3.56% | 7 |
|
|
2022
Q1 | $4.18M | Buy |
88,594
+2,051
| +2% | +$96.7K | 3.65% | 7 |
|
|
2021
Q4 | $4.31M | Buy |
+86,543
| New | +$4.31M | 3.98% | 9 |
|