Convergence Financial’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Convergence Financial’s Portfolio SPMD Stock Details SPMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$230K	Buy
2025 Q2	$219K	Sell
2025 Q1	$215K	Sell
2024 Q4	$231K	Buy
2024 Q3	$231K	Sell
2024 Q2	$217K	Sell
2024 Q1	$572K	Buy
2023 Q4	$365K	Buy