WorthPointe’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
$803K Buy
14,767
+6,708
+83% +$365K 0.34% 36
2025
Q1
$412K Buy
8,059
+1,388
+21% +$71K 0.18% 50
2024
Q4
$365K Buy
+6,671
New +$365K 0.15% 63