Sax Wealth Advisors’s SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Sax Wealth 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
2025 Q3	$304K	Sell
2025 Q2	$304K	Sell
2025 Q1	$330K	Buy
2024 Q4	$343K	Buy
2024 Q3	$275K	Sell
2024 Q2	$258K	Buy
2024 Q1	$268K	Hold
2023 Q4	$245K	Buy