WealthPlan Investment Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

WealthPlan Investment Management’s Portfolio SPMD Stock Details SPMD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$710K	Sell
2025 Q2	$692K	Sell
2025 Q1	$678K	Sell
2024 Q4	$729K	Buy
2023 Q1	–	Sell
2022 Q4	$1.02M	Sell
2022 Q3	$1.06M	Buy
2022 Q1	$1.02M	Buy