Symphony 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	$1.76M	Sell	30,114 -69,018	-70%	-$4.2M	0.23%	84
2025 Q4	$5.8M	Buy	99,132 +1,354	+1%	+$77.8K	0.78%	35
2025 Q3	$5.56M	Buy	97,778 +1,634	+2%	+$92.1K	0.68%	41
2025 Q2	$5.35M	Buy	+96,144	New	+$4.95M	0.7%	40
2025 Q1	–	Sell	-197,752	Closed	-$11.4M	–	199
2024 Q4	$11.4M	Buy	197,752 +11,902	+6%	+$670K	1.79%	15
2024 Q3	$10.2M	Buy	185,850 +13,405	+8%	+$709K	1.68%	16
2024 Q2	$8.83M	Buy	172,445 +16,474	+11%	+$850K	1.61%	17
2024 Q1	$8.32M	Sell	155,971 -922	-0.6%	-$45.9K	1.94%	13
2023 Q4	$7.45M	Buy	156,893 +29,795	+23%	+$1.33M	1.6%	18
2023 Q3	$5.49M	Buy	127,098 +25,075	+25%	+$1.15M	1.34%	21
2023 Q2	$4.65M	Buy	102,023 +16,756	+20%	+$732K	1.14%	25
2023 Q1	$3.68M	Buy	85,267 +16,639	+24%	+$745K	0.95%	27
2022 Q4	$2.95M	Buy	68,628 +19,090	+39%	+$810K	0.78%	31
2022 Q3	$1.92M	Buy	+49,538	New	+$2.1M	0.63%	41