Western Wealth 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 | $10.4M | Buy |
191,124
+26
| +0% | +$1.41K | 0.62% | 29 |
|
|
2025
Q1 | $9.78M | Sell |
191,098
-38,853
| -17% | -$1.99M | 0.65% | 31 |
|
|
2024
Q4 | $12.6M | Buy |
229,951
+12,038
| +6% | +$658K | 0.82% | 27 |
|
|
2024
Q3 | $11.9M | Buy |
217,913
+20,137
| +10% | +$1.1M | 0.68% | 29 |
|
|
2024
Q2 | $10.1M | Buy |
197,776
+725
| +0.4% | +$37.2K | 0.75% | 26 |
|
|
2024
Q1 | $10.5M | Sell |
197,051
-17,647
| -8% | -$941K | 0.82% | 24 |
|
|
2023
Q4 | $10.5M | Buy |
214,698
+19,588
| +10% | +$954K | 0.75% | 25 |
|
|
2023
Q3 | $8.54M | Buy |
195,110
+19,063
| +11% | +$835K | 0.72% | 26 |
|
|
2023
Q2 | $8.08M | Buy |
176,047
+22,465
| +15% | +$1.03M | 0.69% | 26 |
|
|
2023
Q1 | $6.75M | Buy |
153,582
+1,091
| +0.7% | +$47.9K | 0.63% | 28 |
|
|
2022
Q4 | $6.48M | Sell |
152,491
-137,212
| -47% | -$5.83M | 0.66% | 28 |
|
|
2022
Q3 | $11.2M | Buy |
289,703
+61,781
| +27% | +$2.38M | 0.64% | 29 |
|
|
2022
Q2 | $9.06M | Buy |
227,922
+11,460
| +5% | +$455K | 0.52% | 36 |
|
|
2022
Q1 | $10.2M | Buy |
216,462
+117,986
| +120% | +$5.56M | 0.5% | 34 |
|
|
2021
Q4 | $4.9M | Buy |
+98,476
| New | +$4.9M | 0.48% | 40 |
|
|
2021
Q2 | $3.69M | Buy |
78,289
+36,537
| +88% | +$1.72M | 0.38% | 55 |
|
|
2021
Q1 | $1.91M | Buy |
41,752
+19,827
| +90% | +$907K | 0.26% | 90 |
|
|
2020
Q4 | $886K | Buy |
21,925
+7,002
| +47% | +$283K | 0.13% | 174 |
|
|
2020
Q3 | $487K | Buy |
+14,923
| New | +$487K | 0.08% | 240 |
|