Zhang Financial’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	$10.2M	Sell	171,919 -4,332	-2%	-$264K	0.35%	48
2025 Q4	$10.2M	Buy	176,251 +3,179	+2%	+$183K	0.38%	45
2025 Q3	$9.9M	Buy	173,072 +20,005	+13%	+$1.13M	0.4%	44
2025 Q2	$8.32M	Buy	153,067 +10,489	+7%	+$540K	0.38%	44
2025 Q1	$7.3M	Buy	142,578 +27,083	+23%	+$1.48M	0.39%	43
2024 Q4	$6.32M	Buy	115,495 +22,228	+24%	+$1.25M	0.36%	42
2024 Q3	$5.1M	Buy	93,267 +27,321	+41%	+$1.44M	0.32%	43
2024 Q2	$3.38M	Buy	65,946 +15,741	+31%	+$812K	0.24%	58
2024 Q1	$2.68M	Buy	50,205 +14,351	+40%	+$714K	0.2%	67
2023 Q4	$1.75M	Buy	+35,854	New	+$1.6M	0.15%	84