WAS
Winch Advisory Services’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 | $34.6K | Buy |
636
+3
| +0.5% | +$163 | 0.01% | 186 |
|
|
2025
Q1 | $32.4K | Buy |
633
+2
| +0.3% | +$102 | 0.01% | 184 |
|
|
2024
Q4 | $34.5K | Buy |
631
+2
| +0.3% | +$109 | 0.01% | 183 |
|
|
2024
Q3 | $34.4K | Buy |
629
+2
| +0.3% | +$109 | 0.01% | 183 |
|
|
2024
Q2 | $32.1K | Buy |
627
+3
| +0.5% | +$154 | 0.01% | 182 |
|
|
2024
Q1 | $33.3K | Buy |
624
+2
| +0.3% | +$107 | 0.01% | 177 |
|
|
2023
Q4 | $30.3K | Buy |
622
+2
| +0.3% | +$97 | 0.01% | 179 |
|
|
2023
Q3 | $27K | Buy |
620
+3
| +0.5% | +$131 | 0.01% | 179 |
|
|
2023
Q2 | $28K | Buy |
617
+2
| +0.3% | +$91 | 0.01% | 175 |
|
|
2023
Q1 | $27K | Buy |
615
+3
| +0.5% | +$132 | 0.01% | 172 |
|
|
2022
Q4 | $26K | Buy |
612
+2
| +0.3% | +$85 | 0.01% | 167 |
|
|
2022
Q3 | $24K | Buy |
610
+3
| +0.5% | +$118 | 0.01% | 159 |
|
|
2022
Q2 | $24K | Buy |
607
+560
| +1,191% | +$22.1K | 0.01% | 165 |
|
|
2022
Q1 | $2K | Hold |
47
| – | – | ﹤0.01% | 393 |
|
|
2021
Q4 | $2K | Hold |
47
| – | – | ﹤0.01% | 413 |
|
|
2021
Q3 | $2K | Hold |
47
| – | – | ﹤0.01% | 425 |
|
|
2021
Q2 | $2K | Hold |
47
| – | – | ﹤0.01% | 430 |
|
|
2021
Q1 | $2K | Hold |
47
| – | – | ﹤0.01% | 395 |
|
|
2020
Q4 | $2K | Hold |
47
| – | – | ﹤0.01% | 379 |
|
|
2020
Q3 | $2K | Sell |
47
-399
| -89% | -$17K | ﹤0.01% | 345 |
|
|
2020
Q2 | $14K | Sell |
446
-272
| -38% | -$8.54K | 0.01% | 170 |
|
|
2020
Q1 | $18K | Sell |
718
-284,951
| -100% | -$7.14M | 0.01% | 135 |
|
|
2019
Q4 | $10.4M | Sell |
285,669
-5,972
| -2% | -$216K | 4.91% | 6 |
|
|
2019
Q3 | $9.88M | Buy |
291,641
+440
| +0.2% | +$14.9K | 5.15% | 7 |
|
|
2019
Q2 | $9.92M | Buy |
291,201
+4,362
| +2% | +$149K | 5.17% | 5 |
|
|
2019
Q1 | $9.56M | Buy |
+286,839
| New | +$9.56M | 5.29% | 4 |
|
|
2018
Q4 | – | Sell |
-148,827
| Closed | -$5.38M | – | 362 |
|
|
2018
Q3 | $5.38M | Buy |
148,827
+678
| +0.5% | +$24.5K | 2.7% | 12 |
|
|
2018
Q2 | $5.17M | Sell |
148,149
-7,478
| -5% | -$261K | 2.78% | 10 |
|
|
2018
Q1 | $5.16M | Buy |
+155,627
| New | +$5.16M | 3.02% | 8 |
|