WAS
Wealth Advisory Solutions’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 | $3.9M | Buy |
71,804
+4,036
| +6% | +$219K | 0.99% | 29 |
|
|
2025
Q1 | $3.47M | Buy |
67,768
+10,092
| +17% | +$517K | 0.92% | 34 |
|
|
2024
Q4 | $3.15M | Buy |
57,676
+8,111
| +16% | +$444K | 0.88% | 31 |
|
|
2024
Q3 | $2.71M | Buy |
49,565
+3,436
| +7% | +$188K | 0.75% | 39 |
|
|
2024
Q2 | $2.37M | Buy |
46,129
+961
| +2% | +$49.3K | 0.64% | 39 |
|
|
2024
Q1 | $2.41M | Buy |
+45,168
| New | +$2.41M | 0.62% | 42 |
|
|
2023
Q4 | – | Sell |
-42,793
| Closed | -$1.87M | – | 107 |
|
|
2023
Q3 | $1.87M | Buy |
42,793
+191
| +0.4% | +$8.36K | 0.37% | 52 |
|
|
2023
Q2 | $1.96M | Buy |
42,602
+1,565
| +4% | +$71.8K | 0.52% | 49 |
|
|
2023
Q1 | $1.8M | Buy |
41,037
+1,412
| +4% | +$62K | 0.48% | 54 |
|
|
2022
Q4 | $1.68M | Buy |
39,625
+624
| +2% | +$26.5K | 0.45% | 59 |
|
|
2022
Q3 | $1.5M | Buy |
39,001
+4,201
| +12% | +$162K | 0.42% | 63 |
|
|
2022
Q2 | $1.38M | Buy |
34,800
+1,428
| +4% | +$56.7K | 0.34% | 73 |
|
|
2022
Q1 | $1.57M | Buy |
+33,372
| New | +$1.57M | 0.33% | 73 |
|
|
2021
Q3 | $1.17M | Sell |
25,280
-5,771
| -19% | -$266K | 0.26% | 80 |
|
|
2021
Q2 | $1.47M | Buy |
31,051
+128
| +0.4% | +$6.04K | 0.35% | 72 |
|
|
2021
Q1 | $1K | Sell |
30,923
-1,006
| -3% | -$33 | ﹤0.01% | 130 |
|
|
2020
Q4 | $1.29M | Sell |
31,929
-49
| -0.2% | -$1.98K | 0.35% | 63 |
|
|
2020
Q3 | $1.04M | Buy |
31,978
+91
| +0.3% | +$2.97K | 0.28% | 82 |
|
|
2020
Q2 | $996K | Sell |
31,887
-1,100
| -3% | -$34.4K | 0.28% | 85 |
|
|
2020
Q1 | $833K | Buy |
32,987
+10,983
| +50% | +$277K | 0.28% | 81 |
|
|
2019
Q4 | $797K | Buy |
+22,004
| New | +$797K | 0.21% | 93 |
|