Atlantic Private Wealth’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	$5.38K	Hold	91	–	–	﹤0.01%	207
2025 Q4	$5.25K	Buy	91 +1	+1%	+$57	﹤0.01%	209
2025 Q3	$5.17K	Hold	90	–	–	﹤0.01%	193
2025 Q2	$4.89K	Hold	90	–	–	﹤0.01%	192
2025 Q1	$4.59K	Buy	90 +1	+1%	+$55	﹤0.01%	189
2024 Q4	$4.89K	Hold	89	–	–	﹤0.01%	182
2024 Q3	$4.87K	Hold	89	–	–	﹤0.01%	164
2024 Q2	$4.55K	Buy	89 +1	+1%	+$52	﹤0.01%	90
2024 Q1	$4.71K	Hold	88	–	–	﹤0.01%	98
2023 Q4	$4.29K	Hold	88	–	–	﹤0.01%	92
2023 Q3	$3.84K	Buy	88 +1	+1%	+$46	﹤0.01%	96
2023 Q2	$4.01K	Buy	+87	New	+$3.8K	﹤0.01%	89