EverSource Wealth Advisors’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
2025
Q3
$33.7K Buy
2025
Q2
$13K Sell
2025
Q1
$14K Sell
2024
Q4
$262K Buy
2024
Q3
$9.62K Sell
2024
Q2
$10.5K Sell
2024
Q1
$297K Buy