Wealthquest’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.93M | Sell |
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|
2025
Q2 | $2.86M | Sell |
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|
2025
Q1 | $3.77M | Sell |
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|
2024
Q4 | $5.09M | Sell |
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|
2024
Q3 | $5.23M | Sell |
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|
2024
Q2 | $13.3M | Sell |
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|
2024
Q1 | $15M | Buy |
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|
2023
Q4 | $13.4M | Buy |
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|
2023
Q3 | $10.9M | Buy |
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|
2023
Q2 | $10.2M | Buy |
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|
2023
Q1 | $8.43M | Buy |
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|
2022
Q4 | $7.15M | Buy |
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|
2022
Q3 | $5.21M | Buy |
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|
2022
Q2 | $2.6M | Buy |
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|
2022
Q1 | $1.57M | Hold |
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|
2021
Q4 | $1.57M | Buy |
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|
2021
Q3 | $878K | Buy |
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|
2021
Q2 | $519K | Buy |
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|
2019
Q4 | $5.04M | Sell |
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|
2019
Q3 | $5.22M | Sell |
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|
2019
Q2 | $5.61M | Sell |
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|
2019
Q1 | $5.59M | Buy |
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|
2018
Q4 | $4.53M | Buy |
|