WP
WealthPLAN Partners’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 | $283K | Buy |
5,212
+316
| +6% | +$17.2K | 0.05% | 223 |
|
|
2025
Q1 | $251K | Buy |
4,896
+19
| +0.4% | +$972 | 0.04% | 229 |
|
|
2024
Q4 | $267K | Sell |
4,877
-13,117
| -73% | -$717K | 0.04% | 219 |
|
|
2024
Q3 | $984K | Sell |
17,994
-499
| -3% | -$27.3K | 0.13% | 127 |
|
|
2024
Q2 | $949K | Sell |
18,493
-3,721
| -17% | -$191K | 0.1% | 148 |
|
|
2024
Q1 | $1.18M | Buy |
22,214
+178
| +0.8% | +$9.5K | 0.12% | 145 |
|
|
2023
Q4 | $1.07M | Buy |
22,036
+102
| +0.5% | +$4.97K | 0.11% | 153 |
|
|
2023
Q3 | $960K | Buy |
21,934
+8
| +0% | +$350 | 0.11% | 147 |
|
|
2023
Q2 | $1.01M | Buy |
21,926
+485
| +2% | +$22.3K | 0.14% | 138 |
|
|
2023
Q1 | $942K | Sell |
21,441
-276
| -1% | -$12.1K | 0.11% | 152 |
|
|
2022
Q4 | $1.02M | Buy |
+21,717
| New | +$1.02M | 0.07% | 174 |
|
|
2022
Q1 | $1.02M | Buy |
23,283
+54
| +0.2% | +$2.37K | 0.07% | 168 |
|
|
2021
Q4 | $1.07M | Buy |
23,229
+92
| +0.4% | +$4.25K | 0.07% | 168 |
|
|
2021
Q3 | $1.14M | Sell |
23,137
-148
| -0.6% | -$7.27K | 0.08% | 159 |
|
|
2021
Q2 | $1.12M | Buy |
23,285
+809
| +4% | +$38.9K | 0.08% | 142 |
|
|
2021
Q1 | $1.08M | Buy |
22,476
+1,467
| +7% | +$70.3K | 0.08% | 141 |
|
|
2020
Q4 | $903K | Sell |
21,009
-608
| -3% | -$26.1K | 0.08% | 148 |
|
|
2020
Q3 | $786K | Sell |
21,617
-1,073
| -5% | -$39K | 0.08% | 145 |
|
|
2020
Q2 | $778K | Sell |
22,690
-1,602
| -7% | -$54.9K | 0.08% | 132 |
|
|
2020
Q1 | $669K | Buy |
24,292
+3,957
| +19% | +$109K | 0.09% | 131 |
|
|
2019
Q4 | $747K | Sell |
20,335
-10,990
| -35% | -$404K | 0.09% | 130 |
|
|
2019
Q3 | $1.09M | Buy |
31,325
+8,110
| +35% | +$283K | 0.15% | 101 |
|
|
2019
Q2 | $771K | Buy |
23,215
+10,072
| +77% | +$335K | 0.12% | 124 |
|
|
2019
Q1 | $440K | Buy |
13,143
+1,617
| +14% | +$54.1K | 0.07% | 171 |
|
|
2018
Q4 | $392K | Buy |
11,526
+3,757
| +48% | +$128K | 0.06% | 170 |
|
|
2018
Q3 | $250K | Buy |
+7,769
| New | +$250K | 0.05% | 206 |
|