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Aveo Capital Partners’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Aveo Capital Partners’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
Q1 		– Sell
-17,391
Closed -$951K – 310
2024
Q4 		$951K Sell
17,391
-1,218
-7% -$68.5K 0.1% 137
2024
Q3 		$1.02M Buy
18,609
+643
+4% +$34K 0.11% 137
2024
Q2 		$922K Sell
17,966
-242
-1% -$12.5K 0.1% 139
2024
Q1 		$934K Buy
18,208
+589
+3% +$29.3K 0.1% 144
2023
Q4 		$858K Sell
17,619
-940
-5% -$41.9K 0.1% 141
2023
Q3 		$813K Sell
18,559
-235
-1% -$10.8K 0.11% 142
2023
Q2 		$862K Sell
18,794
-208
-1% -$9.09K 0.11% 143
2023
Q1 		$835K Buy
19,002
+358
+2% +$16K 0.11% 133
2022
Q4 		$792K Buy
18,644
+1,047
+6% +$44.4K 0.12% 136
2022
Q3 		$679K Sell
17,597
-382
-2% -$16.2K 0.12% 131
2022
Q2 		$714K Buy
17,979
+2,568
+17% +$111K 0.12% 141
2022
Q1 		$727K Buy
15,411
+4,273
+38% +$200K 0.13% 137
2021
Q4 		$554K Buy
11,138
+584
+6% +$28.5K 0.1% 163
2021
Q3 		$487K Buy
10,554
+288
+3% +$13.6K 0.1% 161
2021
Q2 		$485K Buy
10,266
+434
+4% +$20.6K 0.11% 167
2021
Q1 		$450K Buy
+9,832
New +$432K 0.11% 151
2020
Q4 		– Sell
-11,091
Closed -$362K – 157
2020
Q3 		$362K Buy
+11,091
New +$364K 0.13% 138

Other funds holding SPMD

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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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aveo Capital Partners's SPMD Position: Q1 2025 in Review

Aveo Capital Partners sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2025, closing a stake of 17,391 shares — an estimated $951K sold.

Aveo Capital Partners first reported a position in SPMD in Q3 2020 and held it in 17 quarters. The position peaked at $1.02M in Q3 2024. 677 funds tracked by Wall St. Rank hold SPMD as of Q1 2025.

  • Aveo Capital Partners reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 17,391 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2025, an estimated $951K.
  • Aveo Capital Partners first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2020 and held it in 17 quarters.
  • Aveo Capital Partners's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.02M in Q3 2024.
  • 677 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.