Cavalier 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	$1.75M	Sell	29,539 -2,100	-7%	-$128K	0.45%	91
2025 Q4	$1.83M	Sell	31,639 -4,424	-12%	-$254K	0.57%	64
2025 Q3	$2.06M	Sell	36,063 -777	-2%	-$43.8K	0.83%	66
2025 Q2	$2M	Sell	36,840 -4,662	-11%	-$240K	0.61%	37
2025 Q1	$2.12M	Sell	41,502 -5,738	-12%	-$313K	0.72%	40
2024 Q4	$2.58M	Sell	47,240 -5,208	-10%	-$293K	0.86%	28
2024 Q3	$2.87M	Sell	52,448 -2,604	-5%	-$138K	0.88%	29
2024 Q2	$2.82M	Hold	55,052	–	–	0.87%	31
2024 Q1	$2.94M	Hold	55,052	–	–	1.07%	24
2023 Q4	$2.68M	Sell	55,052 -1,752	-3%	-$78.1K	0.99%	27
2023 Q3	$2.49M	Sell	56,804 -8,292	-13%	-$381K	0.97%	30
2023 Q2	$2.99M	Buy	+65,096	New	+$2.84M	1.09%	27