MGO One Seven’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
2025 Q3	–	Sell	-5,969	Closed	-$325K	–	1390
2025 Q2	$325K	Buy	5,969 +857	+17%	+$44.1K	0.01%	904
2025 Q1	$262K	Sell	5,112 -223	-4%	-$12.2K	0.01%	880
2024 Q4	$292K	Buy	5,335 +156	+3%	+$8.78K	0.01%	856
2024 Q3	$283K	Buy	5,179 +955	+23%	+$50.5K	0.01%	789
2024 Q2	$217K	Sell	4,224 -162	-4%	-$8.36K	0.01%	884
2024 Q1	$234K	Buy	4,386 +14	+0.3%	+$696	0.01%	796
2023 Q4	$213K	Buy	+4,372	New	+$195K	0.01%	821
2022 Q2	–	Sell	-4,414	Closed	-$208K	–	712
2022 Q1	$208K	Hold	4,414	–	–	0.02%	607
2021 Q4	$220K	Buy	+4,414	New	+$216K	0.02%	591
2021 Q3	–	Sell	-15,784	Closed	-$745K	–	639
2021 Q2	$745K	Buy	15,784 +2,236	+17%	+$106K	0.1%	244
2021 Q1	$619K	Buy	13,548 +5,835	+76%	+$256K	0.11%	249
2020 Q4	$312K	Buy	+7,713	New	+$286K	0.06%	357
2019 Q1	–	Sell	-50	Closed	-$1K	–	1467
2018 Q4	$1K	Buy	+50	New	+$1.63K	﹤0.01%	1722