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

Kingswood Wealth Advisors’s Portfolio SPMD Stock Details SPMD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$261K	Sell
2025 Q2	$314K	Sell
2025 Q1	$372K	Sell
2024 Q4	$423K	Sell
2024 Q3	$429K	Sell
2024 Q2	$652K	Sell
2024 Q1	$697K	Buy
2023 Q4	$282K	Buy
2023 Q3	$237K	Buy