Whittier Trust’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 | $101K | Hold |
1,851
| – | – | ﹤0.01% | 791 |
|
|
2025
Q1 | $94.7K | Hold |
1,851
| – | – | ﹤0.01% | 797 |
|
|
2024
Q4 | $101K | Sell |
1,851
-550
| -23% | -$30.1K | ﹤0.01% | 791 |
|
|
2024
Q3 | $131K | Sell |
2,401
-300
| -11% | -$16.4K | ﹤0.01% | 738 |
|
|
2024
Q2 | $139K | Sell |
2,701
-50
| -2% | -$2.56K | ﹤0.01% | 709 |
|
|
2024
Q1 | $147K | Buy |
2,751
+1,786
| +185% | +$95.3K | ﹤0.01% | 715 |
|
|
2023
Q4 | $47K | Hold |
965
| – | – | ﹤0.01% | 932 |
|
|
2023
Q3 | $42.3K | Sell |
965
-50
| -5% | -$2.19K | ﹤0.01% | 959 |
|
|
2023
Q2 | $46.6K | Hold |
1,015
| – | – | ﹤0.01% | 946 |
|
|
2023
Q1 | $44.6K | Hold |
1,015
| – | – | ﹤0.01% | 987 |
|
|
2022
Q4 | $43.1K | Hold |
1,015
| – | – | ﹤0.01% | 993 |
|
|
2022
Q3 | $39K | Buy |
1,015
+450
| +80% | +$17.3K | ﹤0.01% | 1020 |
|
|
2022
Q2 | $22K | Buy |
+565
| New | +$22K | ﹤0.01% | 1148 |
|