WOSD
WFA of San Diego’s SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Buy |
+4,176
| New | +$227K | 0.17% | 88 |
|
|
2024
Q3 | $303K | Hold |
5,538
| – | – | 0.26% | 76 |
|
|
2024
Q2 | $284K | Buy |
+5,538
| New | +$284K | 0.25% | 76 |
|
|
2023
Q3 | $275K | Sell |
6,282
-400
| -6% | -$17.5K | 0.28% | 69 |
|
|
2023
Q2 | $307K | Sell |
6,682
-1,758
| -21% | -$80.7K | 0.3% | 63 |
|
|
2023
Q1 | $371K | Sell |
8,440
-1,609
| -16% | -$70.7K | 0.39% | 52 |
|
|
2022
Q4 | $427K | Sell |
10,049
-46
| -0.5% | -$1.96K | 0.33% | 62 |
|
|
2022
Q3 | $389K | Sell |
10,095
-71
| -0.7% | -$2.74K | 0.35% | 59 |
|
|
2022
Q2 | $403K | Sell |
10,166
-200
| -2% | -$7.93K | 0.35% | 56 |
|
|
2022
Q1 | $489K | Sell |
10,366
-424
| -4% | -$20K | 0.37% | 56 |
|
|
2021
Q4 | $537K | Sell |
10,790
-82
| -0.8% | -$4.08K | 0.31% | 69 |
|
|
2021
Q3 | $502K | Sell |
10,872
-100
| -0.9% | -$4.62K | 0.35% | 58 |
|
|
2021
Q2 | $518K | Sell |
10,972
-185
| -2% | -$8.73K | 0.4% | 51 |
|
|
2021
Q1 | $511K | Sell |
11,157
-372
| -3% | -$17K | 0.42% | 48 |
|
|
2020
Q4 | $40 | Sell |
11,529
-5,390
| -32% | -$19 | 0.01% | 78 |
|
|
2020
Q3 | $552K | Buy |
16,919
+2,645
| +19% | +$86.3K | 0.52% | 44 |
|
|
2020
Q2 | $446K | Buy |
+14,274
| New | +$446K | 0.1% | 167 |
|