CX Institutional’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 Q2	$83K	Sell	1,236 -666	-35%	-$42.8K	﹤0.01%	899
2026 Q1	$113K	Sell	1,902 -272	-13%	-$16.6K	﹤0.01%	830
2025 Q4	$126K	Sell	2,174 -616	-22%	-$35.4K	﹤0.01%	813
2025 Q3	$160K	Buy	2,790 +780	+39%	+$43.9K	﹤0.01%	746
2025 Q2	$109K	Sell	2,010 -40,693	-95%	-$2.1M	﹤0.01%	752
2025 Q1	$2.19M	Buy	+42,703	New	+$2.33M	0.08%	190
2023 Q3	–	Sell	-45,621	Closed	-$2.09M	–	546
2023 Q2	$2.09M	Buy	+45,621	New	+$1.99M	0.11%	209
2023 Q1	–	Sell	-5,824	Closed	-$248K	–	582
2022 Q4	$248K	Sell	5,824 -9,024	-61%	-$383K	0.02%	467
2022 Q3	$573K	Sell	14,848 -116,857	-89%	-$4.96M	0.04%	321
2022 Q2	$5.23M	Buy	131,705 +36,955	+39%	+$1.6M	0.39%	58
2022 Q1	$4.47M	Sell	94,750 -33,394	-26%	-$1.56M	0.36%	80
2021 Q4	$6.37M	Buy	128,144 +127,514	+20,240%	+$6.23M	0.51%	51
2021 Q3	$29K	Sell	630 -600	-49%	-$28.3K	﹤0.01%	678
2021 Q2	$58K	Sell	1,230 -10,863	-90%	-$516K	﹤0.01%	538
2021 Q1	$553K	Sell	12,093 -31,360	-72%	-$1.38M	0.05%	225
2020 Q4	$1.75M	Sell	43,453 -11,201	-20%	-$415K	0.17%	164
2020 Q3	$1.78M	Sell	54,654 -1,951	-3%	-$64.1K	0.19%	140
2020 Q2	$1.77M	Buy	56,605 +4,786	+9%	+$140K	0.23%	119
2020 Q1	$1.31M	Buy	51,819 +15,037	+41%	+$492K	0.21%	117
2019 Q4	$1.33M	Sell	36,782 -4,137	-10%	-$144K	0.23%	89
2019 Q3	$1.39M	Buy	40,919 +4,648	+13%	+$157K	0.22%	100
2019 Q2	$1.24M	Buy	36,271 +4,543	+14%	+$153K	0.2%	100
2019 Q1	$1.06M	Buy	31,728 +3,509	+12%	+$115K	0.19%	124
2018 Q4	$830K	Buy	28,219 +3,395	+14%	+$111K	0.18%	102
2018 Q3	$897K	Buy	24,824 +7,771	+46%	+$281K	0.3%	88
2018 Q2	$595K	Buy	+17,053	New	+$587K	0.22%	89

Other funds holding SPMD