Independent Advisor Alliance’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	$20M	Buy	337,421 +285,013	+544%	+$17.3M	0.21%	94
2025 Q4	$3.03M	Buy	52,408 +30,277	+137%	+$1.74M	0.07%	218
2025 Q3	$1.27M	Buy	22,131 +2,504	+13%	+$141K	0.03%	386
2025 Q2	$1.07M	Buy	19,627 +2,440	+14%	+$126K	0.03%	405
2025 Q1	$880K	Sell	17,187 -449,608	-96%	-$24.5M	0.03%	396
2024 Q4	$25.5M	Buy	+466,795	New	+$26.3M	0.34%	61
2024 Q1	–	Sell	-11,125	Closed	-$515K	–	735
2023 Q4	$515K	Buy	11,125 +5,563	+100%	+$248K	0.02%	437
2023 Q3	$244K	Buy	5,562 +1	+0%	+$46	0.01%	566
2023 Q2	$255K	Buy	5,561 +2	+0%	+$87	0.01%	564
2023 Q1	$244K	Buy	5,559 +1	+0%	+$45	0.01%	565
2022 Q4	$236K	Buy	5,558 +1	+0%	+$42	0.08%	134
2022 Q3	$214K	Buy	5,557 +1	+0%	+$42	0.01%	565
2022 Q2	$221K	Buy	5,556 +1	+0%	+$43	0.01%	551
2022 Q1	$262K	Buy	5,555 +1,199	+28%	+$56.1K	0.01%	533
2021 Q4	$217K	Sell	4,356 -65	-1%	-$3.17K	0.01%	609
2021 Q3	$204K	Buy	4,421 +117	+3%	+$5.53K	0.01%	584
2021 Q2	$203K	Sell	4,304 -410	-9%	-$19.5K	0.01%	587
2021 Q1	$216K	Buy	+4,714	New	+$207K	0.01%	540