AAS
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Avantax Advisory Services’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Avantax Advisory Services’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 		$1.12M Sell
20,631
-1,866
-8% -$96.1K 0.01% 1096
2025
Q1 		$1.15M Sell
22,497
-2,782
-11% -$152K 0.01% 1016
2024
Q4 		$1.38M Sell
25,279
-826
-3% -$46.5K 0.01% 895
2024
Q3 		$1.43M Buy
26,105
+1,735
+7% +$91.7K 0.01% 840
2024
Q2 		$1.25M Sell
24,370
-315
-1% -$16.3K 0.01% 869
2024
Q1 		$1.32M Sell
24,685
-34
-0.1% -$1.69K 0.01% 660
2023
Q4 		$1.2M Sell
24,719
-162
-0.7% -$7.22K 0.01% 653
2023
Q3 		$1.09M Buy
24,881
+7,046
+40% +$324K 0.01% 653
2023
Q2 		$818K Buy
17,835
+13,082
+275% +$572K 0.01% 753
2023
Q1 		$209K Sell
4,753
-361
-7% -$16.2K ﹤0.01% 1355
2022
Q4 		$217K Sell
5,114
-237
-4% -$10.1K ﹤0.01% 1274
2022
Q3 		$206K Buy
+5,351
New +$227K ﹤0.01% 1203
2022
Q2 		– Sell
-4,855
Closed -$229K – 1388
2022
Q1 		$229K Sell
4,855
-11
-0.2% -$514 ﹤0.01% 1130
2021
Q4 		$242K Buy
4,866
+5
+0.1% +$244 ﹤0.01% 1083
2021
Q3 		$224K Buy
+4,861
New +$230K ﹤0.01% 1061

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
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
AG
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
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return

Avantax Advisory Services's SPMD Position: Q2 2025 in Review

Avantax Advisory Services reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 8.3% in Q2 2025, selling an estimated $96.1K and leaving 20,631 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #1096.

Avantax Advisory Services first reported a position in SPMD in Q3 2021 and has held it in 15 quarters since. The position peaked at $1.43M in Q3 2024. 722 funds tracked by Wall St. Rank hold SPMD as of Q2 2025.

  • Avantax Advisory Services held 20,631 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.12M as of Q2 2025.
  • Avantax Advisory Services sold 1,866 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2025, an estimated $96.1K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1096 holding.
  • Avantax Advisory Services first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2021 and has held it in 15 quarters since.
  • Avantax Advisory Services's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.43M in Q3 2024.
  • 722 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.