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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 $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return

Atria Wealth Solutions's SPMD Position: Q2 2025 in Review

Atria Wealth Solutions sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2025, closing a stake of 7,319 shares — an estimated $375K sold.

Atria Wealth Solutions first reported a position in SPMD in Q1 2022 and held it in 11 quarters. The position peaked at $2.47M in Q2 2023. 724 funds tracked by Wall St. Rank hold SPMD as of Q2 2025.

  • Atria Wealth Solutions reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 7,319 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2025, an estimated $375K.
  • Atria Wealth Solutions first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2022 and held it in 11 quarters.
  • Atria Wealth Solutions's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $2.47M in Q2 2023.
  • 724 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.