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

Summit Trail 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 Q2	$16.8M	Sell
2025 Q1	$17.1M	Sell
2024 Q4	$18.5M	Buy
2024 Q3	$14.6M	Buy
2024 Q2	$647K	Buy
2024 Q1	$567K	Hold
2023 Q4	$518K	Hold
2023 Q3	$466K	Hold
2023 Q2	$488K	Buy