Zhang Financial’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 | $8.32M | Buy |
153,067
+10,489
| +7% | +$570K | 0.38% | 44 |
|
|
2025
Q1 | $7.3M | Buy |
142,578
+27,083
| +23% | +$1.39M | 0.39% | 43 |
|
|
2024
Q4 | $6.32M | Buy |
115,495
+22,228
| +24% | +$1.22M | 0.36% | 42 |
|
|
2024
Q3 | $5.1M | Buy |
93,267
+27,321
| +41% | +$1.49M | 0.32% | 43 |
|
|
2024
Q2 | $3.38M | Buy |
65,946
+15,741
| +31% | +$808K | 0.24% | 58 |
|
|
2024
Q1 | $2.68M | Buy |
50,205
+14,351
| +40% | +$765K | 0.2% | 67 |
|
|
2023
Q4 | $1.75M | Buy |
+35,854
| New | +$1.75M | 0.15% | 84 |
|