Medallion Wealth Advisors, LLC’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
$622K Sell
2025
Q4
$613K Sell
2025
Q3
$628K Sell
2025
Q2
$611K Buy
2025
Q1
$571K Buy
2024
Q4
$538K Buy