Western 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	$12.8M	Buy	216,438 +34,458	+19%	+$2.1M	0.49%	35
2025 Q4	$10.5M	Sell	181,980 -8,335	-4%	-$479K	0.49%	36
2025 Q3	$10.9M	Sell	190,315 -809	-0.4%	-$45.6K	0.58%	31
2025 Q2	$10.4M	Buy	191,124 +26	+0%	+$1.34K	0.62%	29
2025 Q1	$9.78M	Sell	191,098 -38,853	-17%	-$2.12M	0.65%	31
2024 Q4	$12.6M	Buy	229,951 +12,038	+6%	+$677K	0.82%	27
2024 Q3	$11.9M	Buy	217,913 +20,137	+10%	+$1.06M	0.68%	29
2024 Q2	$10.1M	Buy	197,776 +725	+0.4%	+$37.4K	0.75%	26
2024 Q1	$10.5M	Sell	197,051 -17,647	-8%	-$878K	0.82%	24
2023 Q4	$10.5M	Buy	214,698 +19,588	+10%	+$873K	0.75%	25
2023 Q3	$8.54M	Buy	195,110 +19,063	+11%	+$876K	0.72%	26
2023 Q2	$8.08M	Buy	176,047 +22,465	+15%	+$981K	0.69%	26
2023 Q1	$6.75M	Buy	153,582 +1,091	+0.7%	+$48.8K	0.63%	28
2022 Q4	$6.48M	Sell	152,491 -137,212	-47%	-$5.83M	0.66%	28
2022 Q3	$11.2M	Buy	289,703 +61,781	+27%	+$2.62M	0.64%	29
2022 Q2	$9.05M	Buy	227,922 +11,460	+5%	+$497K	0.52%	36
2022 Q1	$10.2M	Buy	216,462 +117,986	+120%	+$5.52M	0.5%	34
2021 Q4	$4.9M	Buy	+98,476	New	+$4.81M	0.48%	40
2021 Q2	$3.69M	Buy	78,289 +36,537	+88%	+$1.73M	0.38%	55
2021 Q1	$1.91M	Buy	41,752 +19,827	+90%	+$870K	0.26%	90
2020 Q4	$886K	Buy	21,925 +7,002	+47%	+$260K	0.13%	174
2020 Q3	$487K	Buy	+14,923	New	+$490K	0.08%	240