IHT 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	$7.94M	Buy	134,141 +7,008	+6%	+$427K	0.19%	108
2025 Q4	$7.36M	Buy	127,133 +4,305	+4%	+$247K	0.18%	115
2025 Q3	$7.02M	Sell	122,828 -1,224	-1%	-$69K	0.18%	116
2025 Q2	$6.75M	Sell	124,052 -3,900	-3%	-$201K	0.19%	116
2025 Q1	$6.55M	Buy	127,952 +3,513	+3%	+$191K	0.2%	101
2024 Q4	$6.81M	Buy	124,439 +4,980	+4%	+$280K	0.22%	91
2024 Q3	$6.53M	Sell	119,459 -135,512	-53%	-$7.17M	0.19%	108
2024 Q2	$13.1M	Sell	254,971 -8,708	-3%	-$449K	0.49%	34
2024 Q1	$14.1M	Sell	263,679 -33,247	-11%	-$1.65M	0.56%	29
2023 Q4	$14.5M	Buy	296,926 +3,087	+1%	+$138K	0.65%	25
2023 Q3	$12.9M	Sell	293,839 -26,511	-8%	-$1.22M	0.65%	25
2023 Q2	$14.7M	Buy	320,350 +3,387	+1%	+$148K	0.77%	23
2023 Q1	$13.9M	Buy	316,963 +199,053	+169%	+$8.91M	0.8%	23
2022 Q4	$5.01M	Buy	117,910 +4,645	+4%	+$197K	0.31%	74
2022 Q3	$4.37M	Sell	113,265 -1,599	-1%	-$67.8K	0.33%	56
2022 Q2	$4.56M	Buy	114,864 +6,591	+6%	+$286K	0.4%	45
2022 Q1	$5.11M	Buy	108,273 +8,607	+9%	+$402K	0.39%	46
2021 Q4	$4.96M	Buy	99,666 +10,738	+12%	+$525K	0.37%	53
2021 Q3	$4.11M	Buy	88,928 +10,687	+14%	+$505K	0.33%	65
2021 Q2	$3.69M	Sell	78,241 -1,272	-2%	-$60.4K	0.23%	90
2021 Q1	$3.64M	Sell	79,513 -3,994	-5%	-$175K	0.26%	85
2020 Q4	$3.37M	Sell	83,507 -3,002	-3%	-$111K	0.28%	81
2020 Q3	$2.82M	Sell	86,509 -12,239	-12%	-$402K	0.28%	82
2020 Q2	$3.09M	Buy	98,748 +8,455	+9%	+$247K	0.42%	50
2020 Q1	$2.29M	Buy	+90,293	New	+$2.95M	0.33%	72