Tortoise Investment Management’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
2025 Q4	–	Sell	-87	Closed	-$4.98K	–	1265
2025 Q3	$4.98K	Buy	+87	New	+$4.9K	﹤0.01%	699
2025 Q2	–	Sell	-4	Closed	-$205	–	1319
2025 Q1	$205	Hold	4	–	–	﹤0.01%	800
2024 Q4	$219	Hold	4	–	–	﹤0.01%	845
2024 Q3	$219	Buy	+4	New	+$212	﹤0.01%	856
2023 Q4	–	Sell	-189	Closed	-$8.28K	–	818
2023 Q3	$8.28K	Buy	+189	New	+$8.69K	﹤0.01%	583
2014 Q4	–	Sell	-2,700	Closed	-$74K	–	488
2014 Q3	$74K	Hold	2,700	–	–	0.03%	176
2014 Q2	$78K	Hold	2,700	–	–	0.03%	177
2014 Q1	$76K	Buy	2,700 +1,200	+80%	+$33.2K	0.04%	165
2013 Q4	$41K	Hold	1,500	–	–	0.02%	190
2013 Q3	$42K	Buy	+1,500	New	+$40.5K	0.03%	160