Westside Investment 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 | $31.8K | Hold |
585
| – | – | 0.01% | 547 |
|
|
2025
Q1 | $29.9K | Sell |
585
-59
| -9% | -$3.02K | 0.01% | 487 |
|
|
2024
Q4 | $35.2K | Hold |
644
| – | – | 0.01% | 464 |
|
|
2024
Q3 | $35.2K | Hold |
644
| – | – | 0.01% | 456 |
|
|
2024
Q2 | $33K | Hold |
644
| – | – | 0.01% | 451 |
|
|
2024
Q1 | $34.4K | Hold |
644
| – | – | 0.01% | 436 |
|
|
2023
Q4 | $31.4K | Hold |
644
| – | – | 0.01% | 427 |
|
|
2023
Q3 | $28.2K | Hold |
644
| – | – | 0.01% | 434 |
|
|
2023
Q2 | $29.6K | Sell |
644
-183
| -22% | -$8.4K | 0.01% | 437 |
|
|
2023
Q1 | $36.3K | Hold |
827
| – | – | 0.01% | 399 |
|
|
2022
Q4 | $35 | Hold |
827
| – | – | ﹤0.01% | 453 |
|
|
2022
Q3 | $31 | Hold |
827
| – | – | ﹤0.01% | 454 |
|
|
2022
Q2 | $32 | Hold |
827
| – | – | ﹤0.01% | 457 |
|
|
2022
Q1 | $39 | Hold |
827
| – | – | ﹤0.01% | 444 |
|
|
2021
Q4 | $41 | Hold |
827
| – | – | ﹤0.01% | 417 |
|
|
2021
Q3 | $38 | Buy |
827
+283
| +52% | +$13 | ﹤0.01% | 412 |
|
|
2021
Q2 | $25 | Buy |
+544
| New | +$25 | ﹤0.01% | 455 |
|