1900 Wealth Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$44.8M	Buy	756,760 +13,055	+2%	+$795K	2.88%	7
2025 Q4	$43.1M	Buy	743,705 +51,897	+8%	+$2.98M	2.76%	7
2025 Q3	$39.6M	Buy	691,808 +65,046	+10%	+$3.66M	2.68%	7
2025 Q2	$34.1M	Buy	626,762 +60,110	+11%	+$3.1M	2.58%	8
2025 Q1	$29M	Buy	566,652 +48,783	+9%	+$2.66M	2.41%	7
2024 Q4	$28.3M	Buy	517,869 +9,553	+2%	+$538K	2.38%	7
2024 Q3	$27.8M	Buy	508,316 +56,954	+13%	+$3.01M	2.38%	8
2024 Q2	$23.2M	Buy	451,362 +36,299	+9%	+$1.87M	2.17%	8
2024 Q1	$22.1M	Buy	415,063 +168,767	+69%	+$8.39M	2.02%	11
2023 Q4	$12M	Buy	246,296 +228,200	+1,261%	+$10.2M	1.1%	19
2023 Q3	$792K	Buy	+18,096	New	+$832K	0.08%	155