Goldstein 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
2026 Q1	$560K	Hold	9,452	–	–	0.06%	95
2025 Q4	$547K	Hold	9,452	–	–	0.06%	99
2025 Q3	$541K	Buy	9,452 +46	+0.5%	+$2.59K	0.07%	98
2025 Q2	$511K	Sell	9,406 -524	-5%	-$27K	0.07%	92
2025 Q1	$508K	Sell	9,930 -8,443	-46%	-$460K	0.07%	95
2024 Q4	$1M	Hold	18,373	–	–	0.15%	56
2024 Q3	$1M	Buy	18,373 +9,911	+117%	+$524K	0.15%	53
2024 Q2	$434K	Buy	8,462 +72	+0.9%	+$3.71K	0.07%	87
2024 Q1	$448K	Hold	8,390	–	–	0.08%	84
2023 Q4	$409K	Buy	8,390 +392	+5%	+$17.5K	0.07%	116
2023 Q3	$350K	Hold	7,998	–	–	0.07%	95
2023 Q2	$367K	Buy	7,998 +53	+0.7%	+$2.32K	0.08%	92
2023 Q1	$349K	Buy	7,945 +496	+7%	+$22.2K	0.08%	96
2022 Q4	$317K	Buy	+7,449	New	+$316K	0.08%	98