Wealth Enhancement Advisory Services’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$24.6M Buy
510,122
+46,290
+10% +$2.82M 0.05% 332
2025
Q4
$28M Sell
463,832
-11,031
-2% -$634K 0.04% 386
2025
Q3
$27.1M Sell
474,863
-198,801
-30% -$11.2M 0.04% 369
2025
Q2
$37.7M Sell
673,664
-165,460
-20% -$8.52M 0.06% 276
2025
Q1
$42.9M Buy
839,124
+20,288
+2% +$1.11M 0.08% 233
2024
Q4
$44.8M Buy
818,836
+391,509
+92% +$22M 0.09% 219
2024
Q3
$23.4M Buy
427,327
+2,764
+0.7% +$146K 0.05% 324
2024
Q2
$21.8M Sell
424,563
-5,900
-1% -$304K 0.05% 313
2024
Q1
$23M Buy
430,463
+20,583
+5% +$1.02M 0.06% 294
2023
Q4
$20M Buy
409,880
+43,646
+12% +$1.94M 0.06% 298
2023
Q3
$16M Buy
+366,234
New +$16.8M 0.05% 318

Other funds holding SPMD