IAG Wealth Partners’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	$13.6M	Buy	229,671 +3,275	+1%	+$199K	1.52%	23
2025 Q4	$13.1M	Buy	226,396 +12,633	+6%	+$726K	1.52%	22
2025 Q3	$12.2M	Buy	213,763 +8,674	+4%	+$489K	1.47%	23
2025 Q2	$11.2M	Buy	205,089 +8,416	+4%	+$433K	1.48%	21
2025 Q1	$10.1M	Buy	196,673 +13,772	+8%	+$751K	1.56%	20
2024 Q4	$10M	Buy	182,901 +4,155	+2%	+$234K	1.76%	19
2024 Q3	$9.77M	Buy	178,746 +14,322	+9%	+$757K	1.81%	19
2024 Q2	$8.43M	Buy	164,424 +9,284	+6%	+$479K	1.7%	19
2024 Q1	$8.28M	Buy	155,140 +10,253	+7%	+$510K	1.78%	17
2023 Q4	$7.06M	Buy	144,887 +10,454	+8%	+$466K	1.61%	17
2023 Q3	$5.89M	Sell	134,433 -3,715	-3%	-$171K	1.64%	15
2023 Q2	$6.34M	Buy	138,148 +3,440	+3%	+$150K	1.68%	15
2023 Q1	$5.92M	Sell	134,708 -204	-0.2%	-$9.13K	1.64%	16
2022 Q4	$5.73M	Buy	134,912 +8,742	+7%	+$371K	1.69%	15
2022 Q3	$4.87M	Buy	126,170 +3,124	+3%	+$132K	1.62%	16
2022 Q2	$4.88M	Buy	123,046 +5,641	+5%	+$245K	1.6%	14
2022 Q1	$5.54M	Buy	117,405 +6,856	+6%	+$321K	1.74%	13
2021 Q4	$5.5M	Sell	110,549 -2,832	-2%	-$138K	1.76%	14
2021 Q3	$5.23M	Buy	113,381 +617	+0.5%	+$29.1K	1.86%	14
2021 Q2	$5.32M	Sell	112,764 -7,085	-6%	-$336K	1.91%	14
2021 Q1	$5.49M	Sell	119,849 -8,940	-7%	-$392K	2.09%	13
2020 Q4	$5.2M	Sell	128,789 -6,093	-5%	-$226K	2.13%	13
2020 Q3	$4.4M	Sell	134,882 -416	-0.3%	-$13.7K	2.03%	13
2020 Q2	$4.23M	Buy	135,298 +85,297	+171%	+$2.49M	2.05%	13
2020 Q1	$1.27M	Buy	+50,001	New	+$1.64M	0.85%	21