WFA of San Diego’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
Q2 | $227K | Buy |
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|
2024
Q3 | $303K | Hold |
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|
2024
Q2 | $284K | Buy |
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|
2023
Q3 | $275K | Sell |
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|
2023
Q2 | $307K | Sell |
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|
2023
Q1 | $371K | Sell |
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|
2022
Q4 | $427K | Sell |
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|
2022
Q3 | $389K | Sell |
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|
2022
Q2 | $403K | Sell |
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|
2022
Q1 | $489K | Sell |
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|
2021
Q4 | $537K | Sell |
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|
2021
Q3 | $502K | Sell |
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|
2021
Q2 | $518K | Sell |
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|
2021
Q1 | $511K | Sell |
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|
2020
Q4 | $40 | Sell |
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|
2020
Q3 | $552K | Buy |
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|
2020
Q2 | $446K | Buy |
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