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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$608K	Sell	11,189 -129	-1%	-$7.02K	0.22%	44
2025 Q1	$579K	Sell	11,318 -57,180	-83%	-$2.93M	0.24%	45
2024 Q4	$3.75M	Sell	68,498 -1,409	-2%	-$77.1K	1.64%	18
2024 Q3	$3.59M	Hold	69,907	–	–	1.83%	19
2024 Q2	$3.59M	Buy	+69,907	New	+$3.59M	1.83%	19