Evermay Wealth 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	$19.6M	Buy	331,194 +24,256	+8%	+$1.48M	2.17%	9
2025 Q4	$17.8M	Buy	306,938 +19,553	+7%	+$1.12M	1.99%	9
2025 Q3	$16.4M	Buy	287,385 +18,153	+7%	+$1.02M	1.88%	9
2025 Q2	$14.6M	Buy	269,232 +30,596	+13%	+$1.58M	1.8%	9
2025 Q1	$12.2M	Buy	238,636 +30,894	+15%	+$1.68M	1.6%	9
2024 Q4	$11.4M	Buy	207,742 +66,494	+47%	+$3.74M	1.72%	11
2024 Q3	$7.72M	Buy	141,248 +55,005	+64%	+$2.91M	1.24%	15
2024 Q2	$4.42M	Buy	86,243 +31,692	+58%	+$1.64M	0.71%	22
2024 Q1	$2.91M	Sell	54,551 -1,635	-3%	-$81.3K	0.44%	32
2023 Q4	$2.74M	Buy	56,186 +54,170	+2,687%	+$2.41M	0.51%	21
2023 Q3	$88.3K	Buy	+2,016	New	+$92.7K	0.02%	249