Marathon Strategic Advisors’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	$19.3M	Buy	326,708 +25,476	+8%	+$1.55M	13.91%	1
2025 Q4	$17.4M	Buy	301,232 +78,279	+35%	+$4.5M	13.32%	1
2025 Q3	$12.8M	Buy	222,953 +29,408	+15%	+$1.66M	10.21%	1
2025 Q2	$10.5M	Buy	193,545 +32,534	+20%	+$1.68M	9.78%	2
2025 Q1	$8.24M	Buy	161,011 +14,818	+10%	+$808K	8.86%	5
2024 Q4	$8M	Buy	146,193 +3,508	+2%	+$197K	8.65%	5
2024 Q3	$7.8M	Buy	142,685 +22,815	+19%	+$1.21M	8.24%	5
2024 Q2	$6.15M	Buy	119,870 +4,435	+4%	+$229K	7.19%	5
2024 Q1	$6.16M	Buy	115,435 +3,393	+3%	+$169K	7.5%	7
2023 Q4	$5.46M	Buy	+112,042	New	+$4.99M	7.39%	5