New Perspectives Inc’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	$17.3M	Buy	292,424 +9,771	+3%	+$595K	6%	6
2025 Q4	$16.4M	Buy	282,653 +5,837	+2%	+$335K	5.68%	6
2025 Q3	$15.8M	Buy	276,816 +4,289	+2%	+$242K	7.09%	5
2025 Q2	$14.8M	Buy	272,527 +3,062	+1%	+$158K	7.33%	5
2025 Q1	$13.8M	Buy	269,465 +8,763	+3%	+$478K	7.36%	5
2024 Q4	$14.3M	Buy	260,702 +3,166	+1%	+$178K	7.64%	4
2024 Q3	$14.1M	Buy	257,536 +8,486	+3%	+$449K	7.5%	4
2024 Q2	$12.8M	Buy	249,050 +7,944	+3%	+$410K	6.82%	5
2024 Q1	$12.9M	Buy	+241,106	New	+$12M	7.12%	5
2022 Q4	$9.55M	Buy	224,724 +11,333	+5%	+$481K	7.32%	5
2022 Q3	$8.23M	Buy	213,391 +7,594	+4%	+$322K	7.08%	6
2022 Q2	$8.17M	Buy	205,797 +23,887	+13%	+$1.04M	6.65%	6
2022 Q1	$8.58M	Buy	181,910 +16,504	+10%	+$772K	6.18%	6
2021 Q4	$8.23M	Buy	165,406 +12,225	+8%	+$597K	5.82%	6
2021 Q3	$7.07M	Buy	153,181 +13,982	+10%	+$660K	5.22%	6
2021 Q2	$6.57M	Buy	+139,199	New	+$6.61M	5.1%	7