Evergreen Capital Management’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	$6.93M	Buy	117,044 +31,688	+37%	+$1.93M	0.15%	146
2025 Q4	$4.94M	Buy	85,356 +135	+0.2%	+$7.75K	0.11%	187
2025 Q3	$4.87M	Hold	85,221	–	–	0.12%	177
2025 Q2	$4.63M	Buy	85,221 +312	+0.4%	+$16.1K	0.14%	167
2025 Q1	$4.35M	Buy	84,909 +55,093	+185%	+$3M	0.15%	161
2024 Q4	$1.63M	Hold	29,816	–	–	0.05%	282
2024 Q3	$1.63M	Buy	29,816 +10,000	+50%	+$529K	0.05%	278
2024 Q2	$1.02M	Buy	19,816 +2,000	+11%	+$103K	0.04%	305
2024 Q1	$950K	Hold	17,816	–	–	0.04%	298
2023 Q4	$868K	Hold	17,816	–	–	0.04%	309
2023 Q3	$780K	Hold	17,816	–	–	0.03%	316
2023 Q2	$818K	Buy	+17,816	New	+$778K	0.03%	310