Atria Investments’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	$3.3M	Sell	55,750 -836	-1%	-$50.9K	0.04%	508
2025 Q4	$3.28M	Buy	56,586 +2,631	+5%	+$151K	0.04%	529
2025 Q3	$3.09M	Buy	53,955 +132	+0.2%	+$7.44K	0.04%	562
2025 Q2	$2.93M	Buy	53,823 +14,369	+36%	+$740K	0.03%	573
2025 Q1	$2.02M	Buy	39,454 +6,308	+19%	+$344K	0.03%	697
2024 Q4	$1.81M	Buy	33,146 +511	+2%	+$28.8K	0.02%	720
2024 Q3	$1.78M	Buy	32,635 +1,028	+3%	+$54.4K	0.02%	706
2024 Q2	$1.62M	Buy	31,607 +729	+2%	+$37.6K	0.02%	727
2024 Q1	$1.65M	Sell	30,878 -32,718	-51%	-$1.63M	0.02%	736
2023 Q4	$3.1M	Buy	63,596 +20,815	+49%	+$927K	0.05%	437
2023 Q3	$1.87M	Buy	42,781 +1,178	+3%	+$54.2K	0.03%	591
2023 Q2	$1.91M	Sell	41,603 -37,037	-47%	-$1.62M	0.03%	572
2023 Q1	$3.46M	Buy	+78,640	New	+$3.52M	0.07%	352
2022 Q2	–	Sell	-39,580	Closed	-$1.87M	–	867
2022 Q1	$1.87M	Buy	39,580 +2,544	+7%	+$119K	0.03%	601
2021 Q4	$1.84M	Buy	+37,036	New	+$1.81M	0.03%	598
2020 Q2	–	Sell	-19,881	Closed	-$504K	–	735
2020 Q1	$504K	Sell	19,881 -331,507	-94%	-$10.8M	0.04%	348
2019 Q4	$12.7M	Buy	351,388 +4,590	+1%	+$160K	0.34%	58
2019 Q3	$11.8M	Buy	346,798 +18,198	+6%	+$613K	0.42%	45
2019 Q2	$10.7M	Buy	328,600 +313,371	+2,058%	+$10.6M	0.4%	49
2019 Q1	$508K	Sell	15,229 -29,568	-66%	-$966K	0.02%	531
2018 Q4	$1.32M	Buy	44,797 +7,811	+21%	+$254K	0.06%	248
2018 Q3	$1.34M	Buy	36,986 +3,335	+10%	+$121K	0.05%	323
2018 Q2	$1.17M	Buy	33,651 +1,649	+5%	+$56.7K	0.05%	340
2018 Q1	$1.06M	Buy	+32,002	New	+$1.08M	0.05%	339