Resonant Capital 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	$6.32M	Sell	106,696 -721	-0.7%	-$43.9K	0.33%	55
2025 Q4	$6.22M	Buy	107,417 +173	+0.2%	+$9.94K	0.34%	53
2025 Q3	$6.13M	Sell	107,244 -2,315	-2%	-$130K	0.36%	52
2025 Q2	$5.96M	Buy	109,559 +22,069	+25%	+$1.14M	0.38%	52
2025 Q1	$4.48M	Buy	87,490 +3,286	+4%	+$179K	0.31%	62
2024 Q4	$4.61M	Sell	84,204 -3,690	-4%	-$208K	0.34%	62
2024 Q3	$4.81M	Sell	87,894 -372	-0.4%	-$19.7K	0.35%	57
2024 Q2	$4.53M	Buy	88,266 +2,529	+3%	+$130K	0.37%	61
2024 Q1	$4.57M	Sell	85,737 -669	-0.8%	-$33.3K	0.39%	54
2023 Q4	$4.21M	Sell	86,406 -1,146	-1%	-$51.1K	0.41%	50
2023 Q3	$3.83M	Sell	87,552 -4,891	-5%	-$225K	0.41%	56
2023 Q2	$4.24M	Sell	92,443 -15,061	-14%	-$658K	0.46%	51
2023 Q1	$4.72M	Buy	107,504 +3,082	+3%	+$138K	0.54%	46
2022 Q4	$4.44M	Buy	104,422 +6,098	+6%	+$259K	0.55%	44
2022 Q3	$3.79M	Sell	98,324 -1,960	-2%	-$83.1K	0.58%	46
2022 Q2	$3.98M	Buy	100,284 +55,460	+124%	+$2.41M	0.62%	48
2022 Q1	$2.13M	Buy	+44,824	New	+$2.1M	0.32%	74