WFAG
Worth Financial Advisory Group’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 | $748K | Buy |
13,761
+131
| +1% | +$7.12K | 0.46% | 50 |
|
|
2025
Q1 | $698K | Sell |
13,630
-2,582
| -16% | -$132K | 0.44% | 56 |
|
|
2024
Q4 | $887K | Sell |
16,212
-240
| -1% | -$13.1K | 0.55% | 47 |
|
|
2024
Q3 | $900K | Buy |
16,452
+1,342
| +9% | +$73.4K | 0.53% | 48 |
|
|
2024
Q2 | $775K | Buy |
15,110
+1,036
| +7% | +$53.1K | 0.51% | 47 |
|
|
2024
Q1 | $751K | Buy |
14,074
+2,932
| +26% | +$156K | 0.52% | 50 |
|
|
2023
Q4 | $543K | Buy |
11,142
+425
| +4% | +$20.7K | 0.43% | 65 |
|
|
2023
Q3 | $469K | Buy |
10,717
+708
| +7% | +$31K | 0.42% | 64 |
|
|
2023
Q2 | $459K | Buy |
10,009
+188
| +2% | +$8.63K | 0.43% | 67 |
|
|
2023
Q1 | $432K | Buy |
9,821
+22
| +0.2% | +$967 | 0.41% | 66 |
|
|
2022
Q4 | $416K | Buy |
+9,799
| New | +$416K | 0.48% | 58 |
|