JP Morgan Chase’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	$16.2M	Buy	282,079 +52,656	+23%	+$3.21M	﹤0.01%	2262
2025 Q4	$13.3M	Buy	229,423 +62,009	+37%	+$3.56M	﹤0.01%	2437
2025 Q3	$9.57M	Buy	167,414 +24,503	+17%	+$1.38M	﹤0.01%	2753
2025 Q2	$7.77M	Buy	142,911 +20,429	+17%	+$1.05M	﹤0.01%	2767
2025 Q1	$6.27M	Sell	122,482 -18,069	-13%	-$985K	﹤0.01%	2960
2024 Q4	$7.69M	Buy	140,551 +8,344	+6%	+$470K	﹤0.01%	2959
2024 Q3	$7.23M	Buy	132,207 +44,122	+50%	+$2.33M	﹤0.01%	2907
2024 Q2	$4.52M	Buy	88,085 +20,820	+31%	+$1.07M	﹤0.01%	3107
2024 Q1	$3.59M	Buy	67,265 +13,678	+26%	+$680K	﹤0.01%	3378
2023 Q4	$2.61M	Sell	53,587 -54,537	-50%	-$2.43M	﹤0.01%	3626
2023 Q3	$4.73M	Buy	108,124 +74,875	+225%	+$3.44M	﹤0.01%	2883
2023 Q2	$1.53M	Buy	33,249 +6,534	+24%	+$285K	﹤0.01%	3743
2023 Q1	$1.17M	Sell	26,715 -69,725	-72%	-$3.12M	﹤0.01%	3939
2022 Q4	$4.1M	Buy	96,440 +19,525	+25%	+$829K	﹤0.01%	2994
2022 Q3	$2.97M	Sell	76,915 -34,662	-31%	-$1.47M	﹤0.01%	3157
2022 Q2	$4.43M	Sell	111,577 -96,840	-46%	-$4.2M	﹤0.01%	2878
2022 Q1	$9.83M	Buy	+208,417	New	+$9.75M	﹤0.01%	2387
2020 Q1	–	Sell	-1,545	Closed	-$56K	–	5696
2019 Q4	$56K	Buy	+1,545	New	+$53.8K	﹤0.01%	5090
2018 Q2	–	Sell	-100,000	Closed	-$3.32M	–	5688
2018 Q1	$3.32M	Buy	+100,000	New	+$3.37M	﹤0.01%	2914