Procyon Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Procyon Advisors’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
2026 Q2	$228K	Sell	3,369 -430	-11%	-$27.7K	0.01%	526
2026 Q1	$225K	Buy	+3,799	New	+$231K	0.01%	526
2025 Q4	–	Sell	-3,808	Closed	-$218K	–	594
2025 Q3	$218K	Sell	3,808 -58	-2%	-$3.27K	0.01%	465
2025 Q2	$210K	Sell	3,866 -42	-1%	-$2.16K	0.02%	443
2025 Q1	$200K	Buy	3,908 +212	+6%	+$11.6K	0.01%	575
2024 Q4	$202K	Sell	3,696 -285	-7%	-$16K	0.01%	529
2024 Q3	$218K	Buy	+3,981	New	+$211K	0.02%	518
2024 Q1	–	Sell	-4,508	Closed	-$220K	–	534
2023 Q4	$220K	Buy	+4,508	New	+$201K	0.02%	473
2020 Q3	–	Sell	-1,123	Closed	-$35K	–	928
2020 Q2	$35K	Buy	1,123 +190	+20%	+$5.55K	0.02%	442
2020 Q1	$24K	Buy	933 +53	+6%	+$1.73K	0.02%	453
2019 Q4	$32K	Buy	+880	New	+$30.7K	0.02%	413

Other funds holding SPMD

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

Private Wealth Group Tampa, Florida $259M AUM 17.45% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Bill Few Associates Pittsburgh, Pennsylvania $468M AUM 25.45% 1-Year Est. Return