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

Austin Private Wealth’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
Q4 		$10M Buy
172,846
+10,510
+6% +$604K 0.74% 37
2025
Q3 		$9.28M Buy
162,336
+11,726
+8% +$661K 0.7% 37
2025
Q2 		$8.19M Buy
150,610
+63,428
+73% +$3.27M 0.65% 35
2025
Q1 		$4.46M Buy
87,182
+69,269
+387% +$3.78M 0.4% 42
2024
Q4 		$980K Buy
17,913
+3,160
+21% +$178K 0.09% 88
2024
Q3 		$807K Buy
14,753
+1,058
+8% +$55.9K 0.08% 94
2024
Q2 		$703K Buy
13,695
+216
+2% +$11.1K 0.08% 93
2024
Q1 		$708K Buy
13,479
+2,346
+21% +$117K 0.08% 88
2023
Q4 		$542K Sell
11,133
-561
-5% -$25K 0.07% 98
2023
Q3 		$512K Buy
11,694
+442
+4% +$20.3K 0.07% 91
2023
Q2 		$516K Buy
11,252
+589
+6% +$25.7K 0.07% 91
2023
Q1 		$469K Buy
10,663
+3,462
+48% +$155K 0.07% 91
2022
Q4 		$306K Buy
+7,201
New +$306K 0.05% 117

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Austin Private Wealth's SPMD Position: Q4 2025 in Review

Austin Private Wealth increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 6.5% in Q4 2025, buying an estimated $604K and bringing the position to 172,846 shares worth $10M. The position accounts for 0.74% of the portfolio, ranked #37.

Austin Private Wealth first reported a position in SPMD in Q4 2022 and has held it in 13 quarters since. 793 funds tracked by Wall St. Rank hold SPMD as of Q4 2025.

  • Austin Private Wealth held 172,846 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $10M as of Q4 2025.
  • Austin Private Wealth bought 10,510 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2025, an estimated $604K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.74% of Austin Private Wealth's portfolio in Q4 2025, its #37 holding.
  • Austin Private Wealth first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2022 and has held it in 13 quarters since.
  • 793 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.