WMR
Wealth Management Resources’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 | $10.1M | Buy |
185,758
+18,867
| +11% | +$1.03M | 3.45% | 12 |
|
|
2025
Q1 | $8.54M | Buy |
166,891
+869
| +0.5% | +$44.5K | 3.1% | 12 |
|
|
2024
Q4 | $9.08M | Buy |
166,022
+104,362
| +169% | +$5.71M | 3.35% | 12 |
|
|
2024
Q3 | $3.37M | Sell |
61,660
-1,831
| -3% | -$100K | 1.35% | 18 |
|
|
2024
Q2 | $3.26M | Buy |
63,491
+2,533
| +4% | +$130K | 1.4% | 18 |
|
|
2024
Q1 | $3.25M | Buy |
60,958
+7,620
| +14% | +$406K | 1.41% | 19 |
|
|
2023
Q4 | $2.6M | Buy |
53,338
+6,219
| +13% | +$303K | 1.22% | 20 |
|
|
2023
Q3 | $2.06M | Buy |
47,119
+6,625
| +16% | +$290K | 1% | 20 |
|
|
2023
Q2 | $1.86M | Buy |
40,494
+17,573
| +77% | +$806K | 1.08% | 17 |
|
|
2023
Q1 | $1.01M | Buy |
22,921
+928
| +4% | +$40.8K | 0.62% | 21 |
|
|
2022
Q4 | $935K | Buy |
21,993
+1,316
| +6% | +$55.9K | 0.61% | 20 |
|
|
2022
Q3 | $796K | Buy |
20,677
+3,611
| +21% | +$139K | 0.53% | 23 |
|
|
2022
Q2 | $677K | Buy |
17,066
+27
| +0.2% | +$1.07K | 0.42% | 27 |
|
|
2022
Q1 | $804K | Buy |
17,039
+2,437
| +17% | +$115K | 0.56% | 25 |
|
|
2021
Q4 | $141K | Buy |
+14,602
| New | +$141K | 0.09% | 48 |
|