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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$309K	Buy	+5,690	New	+$309K	0.01%	565
2019 Q1	–	Sell	-22	Closed	-$1K	–	1664
2018 Q4	$1K	Hold	22	–	–	﹤0.01%	1408
2018 Q3	$1K	Hold	22	–	–	﹤0.01%	1671
2018 Q2	$1K	Buy	+22	New	+$1K	﹤0.01%	1505