WWA
WCG Wealth 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 | $1.19M | Buy |
+21,836
| New | +$1.19M | 0.08% | 206 |
|
|
2024
Q2 | – | Sell |
-20,212
| Closed | -$1.08M | – | 301 |
|
|
2024
Q1 | $1.08M | Sell |
20,212
-1,770
| -8% | -$94.4K | 0.09% | 177 |
|
|
2023
Q4 | $1.07M | Sell |
21,982
-7,983
| -27% | -$389K | 0.08% | 194 |
|
|
2023
Q3 | $1.31M | Buy |
29,965
+12,483
| +71% | +$547K | 0.1% | 169 |
|
|
2023
Q2 | $802K | Buy |
17,482
+876
| +5% | +$40.2K | 0.09% | 122 |
|
|
2023
Q1 | $730K | Buy |
+16,606
| New | +$730K | 0.09% | 126 |
|