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Abich Financial Wealth Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Abich Financial Wealth Management’s Portfolio SPMD Stock Details SPMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$18M Buy
+315,310
New +$17.8M 6.42% 5
2024
Q3 		$2.91M Sell
53,302
-123,982
-70% -$6.56M 6.55% 5
2024
Q2 		$9.09M Sell
177,284
-3,102
-2% -$160K 6.18% 4
2024
Q1 		$9.62M Buy
180,386
+109,218
+153% +$5.43M 7.43% 4
2023
Q4 		$3.47M Buy
+71,168
New +$3.17M 3.31% 9

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Abich Financial Wealth Management's SPMD Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2025: 315,310 shares worth $18M. The stake represents 6.42% of the portfolio and ranks #5 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in SPMD as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in SPMD in Q4 2023 and has held it in 5 quarters since. 730 funds tracked by Wall St. Rank hold SPMD as of Q3 2025.

  • Abich Financial Wealth Management held 315,310 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $18M as of Q3 2025.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF was a new Abich Financial Wealth Management position in Q3 2025.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 6.42% of Abich Financial Wealth Management's portfolio in Q3 2025, its #5 holding.
  • Abich Financial Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2023 and has held it in 5 quarters since.
  • 730 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.