Stifel Financial’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	$5.03M	Buy	84,911 +7,972	+10%	+$485K	﹤0.01%	1347
2025 Q4	$4.46M	Sell	76,939 -1,793	-2%	-$103K	﹤0.01%	1401
2025 Q3	$4.5M	Buy	78,732 +683	+0.9%	+$38.5K	﹤0.01%	1365
2025 Q2	$4.24M	Buy	78,049 +14,466	+23%	+$745K	﹤0.01%	1341
2025 Q1	$3.25M	Sell	63,583 -3,588	-5%	-$196K	﹤0.01%	1425
2024 Q4	$3.67M	Buy	67,171 +1,903	+3%	+$107K	﹤0.01%	1376
2024 Q3	$3.57M	Sell	65,268 -107	-0.2%	-$5.66K	﹤0.01%	1396
2024 Q2	$3.35M	Buy	65,375 +749	+1%	+$38.6K	﹤0.01%	1374
2024 Q1	$3.45M	Buy	64,626 +8,056	+14%	+$401K	﹤0.01%	1360
2023 Q4	$2.76M	Buy	56,570 +2,261	+4%	+$101K	﹤0.01%	1455
2023 Q3	$2.38M	Buy	54,309 +1,915	+4%	+$88K	﹤0.01%	1468
2023 Q2	$2.4M	Buy	52,394 +47,259	+920%	+$2.06M	﹤0.01%	1492
2023 Q1	$226K	Buy	+5,135	New	+$230K	﹤0.01%	2981
2019 Q3	–	Sell	-17,727	Closed	-$604K	–	2971
2019 Q2	$604K	Sell	17,727 -573	-3%	-$19.3K	﹤0.01%	2114
2019 Q1	$611K	Buy	+18,300	New	+$598K	﹤0.01%	1950