Founders Financial Alliance’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	$4.98M	Buy	84,061 +5,306	+7%	+$323K	0.9%	24
2025 Q4	$4.56M	Sell	78,755 -5,652	-7%	-$325K	0.86%	25
2025 Q3	$4.83M	Sell	84,407 -2,499	-3%	-$141K	0.91%	22
2025 Q2	$4.73M	Buy	86,906 +2,400	+3%	+$124K	1.07%	16
2025 Q1	$4.33M	Buy	84,506 +1,065	+1%	+$58.1K	1.05%	15
2024 Q4	$4.56M	Sell	83,441 -3,185	-4%	-$179K	1.25%	15
2024 Q3	$4.74M	Sell	86,626 -2,043	-2%	-$108K	1.32%	12
2024 Q2	$4.55M	Sell	88,669 -3,470	-4%	-$179K	1.35%	13
2024 Q1	$4.91M	Buy	92,139 +87,366	+1,830%	+$4.35M	1.48%	11
2023 Q4	$233K	Buy	4,773 +1,989	+71%	+$88.6K	0.09%	222
2023 Q3	$122K	Buy	2,784 +550	+25%	+$25.3K	0.05%	258
2023 Q2	$103K	Hold	2,234	–	–	0.04%	294
2023 Q1	$98.1K	Buy	2,234 +66	+3%	+$2.95K	0.05%	253
2022 Q4	$92.2K	Buy	2,168 +567	+35%	+$24.1K	0.04%	273
2022 Q3	$62K	Buy	1,601 +1,533	+2,254%	+$65K	0.03%	298
2022 Q2	$3K	Buy	+68	New	+$2.95K	﹤0.01%	477