Millington Financial 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	$8.92M	Buy	139,657 +1,224	+0.9%	+$74.5K	3.76%	4
2025 Q4	$8.71M	Buy	138,433 +1,651	+1%	+$94.8K	3.86%	4
2025 Q3	$7.73M	Sell	136,782 -521	-0.4%	-$29.4K	3.75%	5
2025 Q2	$7.75M	Buy	137,303 +14,147	+11%	+$729K	3.92%	4
2025 Q1	$5.88M	Buy	123,156 +3,521	+3%	+$192K	3.61%	7
2024 Q4	$6.71M	Buy	119,635 +10,807	+10%	+$608K	3.89%	5
2024 Q3	$5.95M	Buy	108,828 +9,794	+10%	+$518K	3.71%	5
2024 Q2	$5.08M	Sell	99,034 -703	-0.7%	-$36.3K	3.53%	7
2024 Q1	$5.32M	Buy	99,737 +4,897	+5%	+$244K	3.79%	5
2023 Q4	$4.62M	Buy	94,840 +2,890	+3%	+$129K	3.7%	5
2023 Q3	$4.03M	Buy	91,950 +1,391	+2%	+$64K	3.61%	6
2023 Q2	$4.16M	Sell	90,559 -968	-1%	-$42.3K	3.7%	5
2023 Q1	$4.02M	Sell	91,527 -714	-0.8%	-$32K	3.72%	6
2022 Q4	$3.92M	Buy	+92,241	New	+$3.92M	3.82%	6