Phillips Financial Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Phillips Financial Management’s Portfolio SPMD Stock Details SPMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$183K	Hold
2025 Q2	$174K	Hold
2025 Q1	$164K	Hold
2024 Q4	$175K	Hold
2024 Q3	$175K	Sell
2024 Q2	$164K	Buy
2024 Q1	$170K	Hold
2023 Q4	$156K	Buy