Golden State 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	$2.79M	Sell	47,116 -11,820	-20%	-$720K	0.31%	71
2025 Q4	$3.41M	Sell	58,936 -1,289	-2%	-$74K	0.36%	56
2025 Q3	$3.44M	Sell	60,225 -2,081	-3%	-$117K	0.38%	50
2025 Q2	$3.39M	Sell	62,306 -6,378	-9%	-$328K	0.41%	47
2025 Q1	$3.52M	Buy	68,684 +16,670	+32%	+$909K	0.52%	38
2024 Q4	$2.84M	Buy	+52,014	New	+$2.93M	0.43%	51
2022 Q1	$5.76M	Buy	122,209 +37,551	+44%	+$1.76M	1.13%	19
2021 Q4	$4.21M	Buy	84,658 +8,380	+11%	+$409K	0.73%	25
2021 Q3	$3.52M	Buy	76,278 +3,770	+5%	+$178K	0.77%	27
2021 Q2	$3.42M	Sell	72,508 -11,810	-14%	-$560K	0.76%	26
2021 Q1	$3.86M	Buy	84,318 +14,603	+21%	+$641K	1.27%	18
2020 Q4	$2.82M	Buy	+69,715	New	+$2.59M	0.82%	22
2020 Q2	–	Sell	-474	Closed	-$12K	–	799
2020 Q1	$12K	Buy	+474	New	+$15.5K	0.01%	593
2019 Q4	–	Sell	-929	Closed	-$31K	–	802
2019 Q3	$31K	Buy	929 +703	+311%	+$23.7K	0.01%	535
2019 Q2	$7K	Hold	226	–	–	﹤0.01%	821
2019 Q1	$8K	Buy	+226	New	+$7.39K	﹤0.01%	822