Total Clarity Wealth 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
2026 Q1	$2.49M	Sell	42,014 -12,959	-24%	-$789K	0.58%	48
2025 Q4	$3.18M	Buy	54,973 +31,397	+133%	+$1.8M	0.77%	36
2025 Q3	$1.35M	Buy	23,576 +1,540	+7%	+$86.8K	0.36%	73
2025 Q2	$1.2M	Buy	22,036 +5,803	+36%	+$299K	0.34%	78
2025 Q1	$888K	Sell	16,233 -158	-1%	-$8.61K	0.29%	96
2024 Q4	$896K	Buy	+16,391	New	+$922K	0.29%	92
2022 Q3	–	Sell	-424	Closed	-$17K	–	873
2022 Q2	$17K	Buy	+424	New	+$18.4K	0.01%	578
2022 Q1	–	Sell	-1,582	Closed	-$79K	–	809
2021 Q4	$79K	Buy	1,582 +3	+0.2%	+$147	0.04%	343
2021 Q3	$73K	Buy	+1,579	New	+$74.6K	0.03%	352
2021 Q2	–	Sell	-332	Closed	-$15K	–	661
2021 Q1	$15K	Buy	+332	New	+$14.6K	0.01%	503
2020 Q1	–	Sell	-327	Closed	-$12K	–	539
2019 Q4	$12K	Buy	+327	New	+$11.4K	0.01%	476