Wealth Enhancement Advisory Services’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 | $37.7M | Sell |
673,664
-165,460
| -20% | -$9.26M | 0.06% | 276 |
|
|
2025
Q1 | $42.9M | Buy |
839,124
+20,288
| +2% | +$1.04M | 0.08% | 233 |
|
|
2024
Q4 | $44.8M | Buy |
818,836
+391,509
| +92% | +$21.4M | 0.09% | 219 |
|
|
2024
Q3 | $23.4M | Buy |
427,327
+2,764
| +0.7% | +$151K | 0.05% | 324 |
|
|
2024
Q2 | $21.8M | Sell |
424,563
-5,900
| -1% | -$303K | 0.05% | 313 |
|
|
2024
Q1 | $23M | Buy |
430,463
+20,583
| +5% | +$1.1M | 0.06% | 294 |
|
|
2023
Q4 | $20M | Buy |
409,880
+43,646
| +12% | +$2.13M | 0.06% | 298 |
|
|
2023
Q3 | $16M | Buy |
+366,234
| New | +$16M | 0.05% | 318 |
|