Atria Wealth Solutions’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Atria Wealth Solutions’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 Q2	–	Sell	-7,319	Closed	-$375K	–	1863
2025 Q1	$375K	Sell	7,319 -8,292	-53%	-$452K	﹤0.01%	1351
2024 Q4	$854K	Buy	15,611 +4,753	+44%	+$267K	0.01%	991
2024 Q3	$594K	Sell	10,858 -973	-8%	-$51.5K	0.01%	1153
2024 Q2	$607K	Sell	11,831 -11,289	-49%	-$582K	0.01%	1140
2024 Q1	$1.23M	Buy	23,120 +4,629	+25%	+$230K	0.01%	820
2023 Q4	$901K	Buy	18,491 +935	+5%	+$41.7K	0.01%	909
2023 Q3	$769K	Sell	17,556 -36,230	-67%	-$1.67M	0.01%	931
2023 Q2	$2.47M	Buy	53,786 +41,713	+346%	+$1.82M	0.03%	504
2023 Q1	$530K	Buy	12,073 +6,826	+130%	+$306K	0.01%	1098
2022 Q4	$223K	Buy	+5,247	New	+$223K	﹤0.01%	1541
2022 Q2	–	Sell	-5,777	Closed	-$272K	–	1870
2022 Q1	$272K	Buy	+5,777	New	+$270K	﹤0.01%	1373

Other funds holding SPMD

Creative Planning

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 $376B AUM 19.32% 1-Year Est. Return

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

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

HighTower Advisors

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

Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return

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

Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return