Wipfli Financial Advisors’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
2022
Q3
$1.12M Buy
29,034
+11,370
+64% +$439K 0.08% 108
2022
Q2
$701K Buy
17,664
+1,978
+13% +$78.5K 0.08% 46
2022
Q1
$740K Buy
+15,686
New +$740K 0.07% 48