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

Armor Investment 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
2025 Q3	–	Sell	-1,240	Closed	-$67.4K	–	156
2025 Q2	$67.4K	Hold	1,240	–	–	0.03%	117
2025 Q1	$63.5K	Hold	1,240	–	–	0.03%	119
2024 Q4	$67.8K	Hold	1,240	–	–	0.03%	115
2024 Q3	$67.8K	Hold	1,240	–	–	0.03%	121
2024 Q2	$63.6K	Hold	1,240	–	–	0.03%	116
2024 Q1	$66.1K	Hold	1,240	–	–	0.03%	120
2023 Q4	$60.4K	Buy	+1,240	New	+$55.2K	0.03%	124
2023 Q3	–	Sell	-1,240	Closed	-$56.9K	–	164
2023 Q2	$56.9K	Hold	1,240	–	–	0.03%	118
2023 Q1	$54.5K	Buy	+1,240	New	+$55.5K	0.03%	132
2022 Q2	–	Sell	-1,540	Closed	-$73K	–	171
2022 Q1	$73K	Buy	+1,540	New	+$72K	0.04%	126

Other funds holding SPMD

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Armor Investment Advisors's SPMD Position: Q3 2025 in Review

Armor Investment Advisors sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2025, closing a stake of 1,240 shares — an estimated $67.4K sold.

Armor Investment Advisors first reported a position in SPMD in Q1 2022 and held it in 10 quarters. The position peaked at $73K in Q1 2022. 734 funds tracked by Wall St. Rank hold SPMD as of Q3 2025.

Armor Investment Advisors reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q3 2025 after selling out during the quarter.
Armor Investment Advisors sold 1,240 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2025, an estimated $67.4K.
Armor Investment Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2022 and held it in 10 quarters.
Armor Investment Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $73K in Q1 2022.
734 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2025.

Based on Armor Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.