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B. Riley Wealth Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

B. Riley Wealth Advisors’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
-20,259
Closed -$1.04M – 1338
2025
Q1 		$1.04M Buy
20,259
+6,011
+42% +$328K 0.03% 498
2024
Q4 		$779K Sell
14,248
-4,452
-24% -$251K 0.03% 537
2024
Q3 		$1.01M Buy
18,700
+6,660
+55% +$352K 0.03% 494
2024
Q2 		$618K Buy
+12,040
New +$621K 0.02% 717
2022
Q3 		– Sell
-8,465
Closed -$336K – 1525
2022
Q2 		$336K Buy
8,465
+56
+0.7% +$2.43K 0.01% 824
2022
Q1 		$397K Sell
8,409
-3,349
-28% -$157K 0.01% 879
2021
Q4 		$585K Buy
+11,758
New +$574K 0.02% 732
2015
Q1 		– Sell
-1,545
Closed -$43K – 1783
2014
Q4 		$43K Buy
+1,545
New +$43.3K ﹤0.01% 2172
2014
Q3 		– Sell
-1,695
Closed -$49K – 1717
2014
Q2 		$49K Buy
+1,695
New +$47.1K 0.01% 1042

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

B. Riley Wealth Advisors's SPMD Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2025, closing a stake of 20,259 shares — an estimated $1.04M sold.

B. Riley Wealth Advisors first reported a position in SPMD in Q2 2014 and held it in 9 quarters. The position peaked at $1.04M in Q1 2025. 724 funds tracked by Wall St. Rank hold SPMD as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 20,259 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2025, an estimated $1.04M.
  • B. Riley Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2014 and held it in 9 quarters.
  • B. Riley Wealth Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.04M in Q1 2025.
  • 724 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.