WA
Waverly 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 | $19.3M | Buy |
354,542
+17,215
| +5% | +$936K | 0.21% | 98 |
|
|
2025
Q1 | $17.3M | Buy |
337,327
+35,233
| +12% | +$1.8M | 0.21% | 100 |
|
|
2024
Q4 | $16.5M | Buy |
302,094
+12,329
| +4% | +$674K | 0.26% | 80 |
|
|
2024
Q3 | $15.8M | Buy |
289,765
+9,020
| +3% | +$493K | 0.29% | 64 |
|
|
2024
Q2 | $14.4M | Buy |
280,745
+4,305
| +2% | +$221K | 0.28% | 67 |
|
|
2024
Q1 | $14.7M | Buy |
276,440
+230,362
| +500% | +$12.3M | 0.35% | 55 |
|
|
2023
Q4 | $2.24M | Buy |
+46,078
| New | +$2.24M | 0.08% | 136 |
|