Evermay Wealth Management’s SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Evermay Wealth Management’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 Q2	$14.6M	Buy
2025 Q1	$12.2M	Buy
2024 Q4	$11.4M	Buy
2024 Q3	$7.72M	Buy
2024 Q2	$4.42M	Buy
2024 Q1	$2.91M	Sell
2023 Q4	$2.74M	Buy
2023 Q3	$88.3K	Buy