WealthPlan Investment Management’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 | $692K | Sell |
12,720
-522
| -4% | -$28.4K | 0.05% | 211 |
|
|
2025
Q1 | $678K | Sell |
13,242
-95
| -0.7% | -$4.86K | 0.07% | 153 |
|
|
2024
Q4 | $729K | Buy |
+13,337
| New | +$729K | 0.07% | 144 |
|
|
2023
Q1 | – | Sell |
-21,717
| Closed | -$1.02M | – | 557 |
|
|
2022
Q4 | $1.02M | Sell |
21,717
-2,603
| -11% | -$122K | 0.07% | 174 |
|
|
2022
Q3 | $1.06M | Buy |
+24,320
| New | +$1.06M | 0.08% | 162 |
|
|
2022
Q1 | $1.02M | Buy |
+23,283
| New | +$1.02M | 0.07% | 168 |
|