Wealthspire Advisors (New York)’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 | $9.14M | Buy |
168,018
+4,251
| +3% | +$231K | 0.05% | 126 |
|
|
2025
Q1 | $8.38M | Sell |
163,767
-1,316
| -0.8% | -$67.4K | 0.05% | 128 |
|
|
2024
Q4 | $9.03M | Sell |
165,083
-9,675
| -6% | -$529K | 0.09% | 109 |
|
|
2024
Q3 | $9.56M | Sell |
174,758
-13,926
| -7% | -$761K | 0.1% | 108 |
|
|
2024
Q2 | $9.68M | Sell |
188,684
-8,240
| -4% | -$423K | 0.12% | 83 |
|
|
2024
Q1 | $10.5M | Sell |
196,924
-10,200
| -5% | -$544K | 0.14% | 69 |
|
|
2023
Q4 | $10.1M | Sell |
207,124
-11,053
| -5% | -$539K | 0.14% | 72 |
|
|
2023
Q3 | $9.55M | Sell |
218,177
-6,171
| -3% | -$270K | 0.16% | 64 |
|
|
2023
Q2 | $10.3M | Sell |
224,348
-3,571
| -2% | -$164K | 0.17% | 66 |
|
|
2023
Q1 | $10M | Buy |
227,919
+164
| +0.1% | +$7.21K | 0.17% | 66 |
|
|
2022
Q4 | $9.68M | Sell |
227,755
-531
| -0.2% | -$22.6K | 0.18% | 68 |
|
|
2022
Q3 | $8.8M | Buy |
228,286
+2,161
| +1% | +$83.3K | 0.18% | 70 |
|
|
2022
Q2 | $8.98M | Buy |
+226,125
| New | +$8.98M | 0.19% | 63 |
|
|
2021
Q4 | – | Sell |
-239,087
| Closed | -$11M | – | 619 |
|
|
2021
Q3 | $11M | Buy |
+239,087
| New | +$11M | 0.23% | 49 |
|