Retirement Income Solutions’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	$42.5M	Buy	717,188 +14,567	+2%	+$887K	7.26%	3
2025 Q4	$40.7M	Buy	702,621 +84,538	+14%	+$4.86M	6.9%	3
2025 Q3	$35.3M	Buy	618,083 +14,168	+2%	+$798K	6.04%	6
2025 Q2	$32.8M	Buy	603,915 +227,354	+60%	+$11.7M	6.03%	6
2025 Q1	$19.3M	Buy	376,561 +159,786	+74%	+$8.71M	4.03%	5
2024 Q4	$11.9M	Buy	216,775 +23,406	+12%	+$1.32M	2.39%	6
2024 Q3	$10.6M	Sell	193,369 -232	-0.1%	-$12.3K	2.42%	6
2024 Q2	$9.93M	Sell	193,601 -57,499	-23%	-$2.97M	2.4%	6
2024 Q1	$13.4M	Buy	251,100 +5,233	+2%	+$260K	3.04%	6
2023 Q4	$12M	Buy	245,867 +6,842	+3%	+$305K	2.98%	6
2023 Q3	$10.5M	Sell	239,025 -265	-0.1%	-$12.2K	2.93%	6
2023 Q2	$11M	Buy	239,290 +2,644	+1%	+$116K	2.94%	7
2023 Q1	$10.4M	Buy	236,646 +8,772	+4%	+$393K	3.03%	7
2022 Q4	$9.68M	Buy	227,874 +4,877	+2%	+$207K	3.08%	7
2022 Q3	$8.66M	Buy	222,997 +184	+0.1%	+$7.8K	3.11%	8
2022 Q2	$8.84M	Sell	222,813 -44,026	-16%	-$1.91M	3.15%	8
2022 Q1	$12.6M	Buy	266,839 +9,818	+4%	+$459K	3.48%	7
2021 Q4	$12.8M	Buy	257,021 +72,484	+39%	+$3.54M	3.42%	7
2021 Q3	$8.52M	Buy	184,537 +5,845	+3%	+$276K	2.85%	7
2021 Q2	$8.44M	Buy	178,692 +63,930	+56%	+$3.03M	2.89%	7
2021 Q1	$5.25M	Buy	114,762 +12,494	+12%	+$548K	1.81%	13
2020 Q4	$4.13M	Buy	102,268 +39,936	+64%	+$1.48M	1.5%	13
2020 Q3	$2.03M	Buy	62,332 +30,726	+97%	+$1.01M	0.9%	21
2020 Q2	$988K	Buy	31,606 +261	+0.8%	+$7.63K	0.42%	34
2020 Q1	$794K	Sell	31,345 -17,853	-36%	-$584K	0.45%	28
2019 Q4	$1.78M	Buy	+49,198	New	+$1.71M	0.74%	17