Caldwell Sutter Capital’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	–	Sell	-24	Closed	-$1.39K	–	900
2025 Q4	$1.39K	Hold	24	–	–	﹤0.01%	779
2025 Q3	$1.37K	Hold	24	–	–	﹤0.01%	774
2025 Q2	$1.3K	Hold	24	–	–	﹤0.01%	759
2025 Q1	$1.23K	Hold	24	–	–	﹤0.01%	779
2024 Q4	$1.31K	Hold	24	–	–	﹤0.01%	797
2024 Q3	$1.31K	Hold	24	–	–	﹤0.01%	797
2024 Q2	$1.23K	Hold	24	–	–	﹤0.01%	812
2024 Q1	$1.28K	Hold	24	–	–	﹤0.01%	803
2023 Q4	$1.17K	Hold	24	–	–	﹤0.01%	818
2023 Q3	$1.05K	Hold	24	–	–	﹤0.01%	793
2023 Q2	$1.1K	Hold	24	–	–	﹤0.01%	784
2023 Q1	$1.05K	Buy	+24	New	+$1.07K	﹤0.01%	520