ACT Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

ACT Advisors’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
2024 Q4	–	Sell	-513,615	Closed	-$28.1M	–	62
2024 Q3	$28.1M	Buy	513,615 +493,469	+2,449%	+$26.1M	13.25%	1
2024 Q2	$1.03M	Buy	+20,146	New	+$1.04M	0.54%	17
2023 Q1	–	Sell	-516,875	Closed	-$22M	–	36
2022 Q4	$22M	Buy	+516,875	New	+$21.9M	13.98%	2

Other funds holding SPMD

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ACT Advisors's SPMD Position: Q4 2024 in Review

ACT Advisors sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q4 2024, closing a stake of 513,615 shares — an estimated $28.1M sold.

ACT Advisors first reported a position in SPMD in Q4 2022 and held it in 3 quarters. The position peaked at $28.1M in Q3 2024. 683 funds tracked by Wall St. Rank hold SPMD as of Q4 2024.

ACT Advisors reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q4 2024 after selling out during the quarter.
ACT Advisors sold 513,615 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2024, an estimated $28.1M.
ACT Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2022 and held it in 3 quarters.
ACT Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $28.1M in Q3 2024.
683 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2024.

Based on ACT Advisors's 13F filing for Q4 2024, filed 13 Jan 2025.