WBH Advisory’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 | $11.3M | Sell |
207,691
-2,461
| -1% | -$134K | 0.96% | 28 |
|
|
2025
Q1 | $10.8M | Buy |
210,152
+4,133
| +2% | +$212K | 1% | 30 |
|
|
2024
Q4 | $11.3M | Buy |
206,019
+5,421
| +3% | +$296K | 1.05% | 28 |
|
|
2024
Q3 | $11M | Buy |
200,598
+8,336
| +4% | +$456K | 1.04% | 29 |
|
|
2024
Q2 | $9.86M | Buy |
192,262
+3,897
| +2% | +$200K | 1% | 30 |
|
|
2024
Q1 | $10M | Buy |
188,365
+5,115
| +3% | +$273K | 1.03% | 29 |
|
|
2023
Q4 | $8.93M | Buy |
183,250
+10,324
| +6% | +$503K | 0.99% | 29 |
|
|
2023
Q3 | $7.57M | Sell |
172,926
-2,439
| -1% | -$107K | 0.93% | 31 |
|
|
2023
Q2 | $8.05M | Buy |
175,365
+12,025
| +7% | +$552K | 0.95% | 31 |
|
|
2023
Q1 | $7.18M | Buy |
+163,340
| New | +$7.18M | 0.9% | 32 |
|
|
2022
Q3 | $5.32M | Buy |
137,873
+1,181
| +0.9% | +$45.5K | 0.77% | 37 |
|
|
2022
Q2 | $5.49M | Sell |
136,692
-16,234
| -11% | -$652K | 0.73% | 41 |
|
|
2022
Q1 | $6.88M | Buy |
152,926
+8,277
| +6% | +$373K | 0.84% | 39 |
|
|
2021
Q4 | $7.2M | Buy |
144,649
+12,470
| +9% | +$620K | 0.82% | 31 |
|
|
2021
Q3 | $6.1M | Buy |
132,179
+2,260
| +2% | +$104K | 0.82% | 29 |
|
|
2021
Q2 | $6.09M | Buy |
129,919
+12,378
| +11% | +$580K | 0.89% | 29 |
|
|
2021
Q1 | $5.38M | Buy |
117,541
+8,461
| +8% | +$387K | 0.87% | 31 |
|
|
2020
Q4 | $4.72M | Buy |
109,080
+13,440
| +14% | +$582K | 0.81% | 33 |
|
|
2020
Q3 | $3.12M | Buy |
95,640
+5,761
| +6% | +$188K | 0.63% | 39 |
|
|
2020
Q2 | $2.81M | Buy |
89,879
+11,606
| +15% | +$363K | 0.68% | 39 |
|
|
2020
Q1 | $1.98K | Buy |
+78,273
| New | +$1.98K | 0.46% | 44 |
|