Wealthspire Advisors (New York)’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 | $9.37M | Sell |
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|
2025
Q2 | $9.14M | Buy |
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|
2025
Q1 | $8.38M | Sell |
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|
2024
Q4 | $9.03M | Sell |
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|
2024
Q3 | $9.56M | Sell |
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|
2024
Q2 | $9.68M | Sell |
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|
2024
Q1 | $10.5M | Sell |
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|
2023
Q4 | $10.1M | Sell |
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|
2023
Q3 | $9.55M | Sell |
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|
2023
Q2 | $10.3M | Sell |
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|
2023
Q1 | $10M | Buy |
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|
2022
Q4 | $9.68M | Sell |
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|
2022
Q3 | $8.8M | Buy |
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|
2022
Q2 | $8.97M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $11M | Buy |
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