Investment Planning Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Investment Planning Advisors’s Portfolio SPMD Stock Details SPMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$635K	Sell
2025 Q2	$608K	Sell
2025 Q1	$579K	Sell
2024 Q4	$3.75M	Sell
2024 Q3	$3.59M	Hold
2024 Q2	$3.59M	Buy