WhitTier Trust Company’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 | $73.4K | Hold |
1,350
| – | – | ﹤0.01% | 695 |
|
2025
Q1 | $69.1K | Sell |
1,350
-190
| -12% | -$9.72K | ﹤0.01% | 692 |
|
2024
Q4 | $84.2K | Hold |
1,540
| – | – | ﹤0.01% | 642 |
|
2024
Q3 | $84.2K | Sell |
1,540
-285
| -16% | -$15.6K | ﹤0.01% | 631 |
|
2024
Q2 | $93.6K | Sell |
1,825
-55
| -3% | -$2.82K | ﹤0.01% | 576 |
|
2024
Q1 | $100K | Hold |
1,880
| – | – | ﹤0.01% | 553 |
|
2023
Q4 | $91.6K | Hold |
1,880
| – | – | ﹤0.01% | 576 |
|
2023
Q3 | $82.3K | Hold |
1,880
| – | – | ﹤0.01% | 575 |
|
2023
Q2 | $86.3K | Hold |
1,880
| – | – | ﹤0.01% | 586 |
|
2023
Q1 | $82.6K | Sell |
1,880
-600
| -24% | -$26.4K | ﹤0.01% | 583 |
|
2022
Q4 | $105K | Sell |
2,480
-50
| -2% | -$2.13K | ﹤0.01% | 554 |
|
2022
Q3 | $98K | Hold |
2,530
| – | – | ﹤0.01% | 561 |
|
2022
Q2 | $100K | Buy |
+2,530
| New | +$100K | ﹤0.01% | 560 |
|