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

Baldwin Wealth 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
2024
Q4 		– Sell
-10,777
Closed -$589K – 893
2024
Q3 		$589K Buy
+10,777
New +$570K 0.04% 181

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AG
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TPSF
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HighTower Advisors
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FWI
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Morgan Stanley
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Baldwin Wealth Partners's SPMD Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q4 2024, closing a stake of 10,777 shares — an estimated $589K sold.

Baldwin Wealth Partners first reported a position in SPMD in Q3 2024 and held it in 1 quarter. The position peaked at $589K in Q3 2024. 683 funds tracked by Wall St. Rank hold SPMD as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 10,777 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2024, an estimated $589K.
  • Baldwin Wealth Partners first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $589K in Q3 2024.
  • 683 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.