Beacon Capital Management LLC (Tennessee)’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 Q3	–	Sell	-19	Closed	-$1.04K	–	880
2025 Q2	$1.04K	Sell	19 -219	-92%	-$11.3K	﹤0.01%	978
2025 Q1	$12.2K	Sell	238 -21	-8%	-$1.15K	﹤0.01%	580
2024 Q4	$14.2K	Buy	259 +23	+10%	+$1.29K	﹤0.01%	538
2024 Q3	$12.9K	Hold	236	–	–	﹤0.01%	587
2024 Q2	$12.1K	Hold	236	–	–	﹤0.01%	536
2024 Q1	$12.6K	Buy	236 +223	+1,715%	+$11.1K	﹤0.01%	537
2023 Q4	$569	Sell	13 -1,344	-99%	-$59.9K	﹤0.01%	915
2023 Q3	$62.3K	Hold	1,357	–	–	0.02%	212
2023 Q2	$62.3K	Buy	+1,357	New	+$59.3K	0.02%	212
2022 Q3	–	Sell	-41	Closed	-$2K	–	955
2022 Q2	$2K	Hold	41	–	–	﹤0.01%	807
2022 Q1	$2K	Buy	+41	New	+$1.92K	﹤0.01%	807

Other funds holding SPMD

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s SPMD Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2025, closing a stake of 19 shares — an estimated $1.04K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in SPMD in Q1 2022 and held it in 11 quarters. The position peaked at $62.3K in Q3 2023. 734 funds tracked by Wall St. Rank hold SPMD as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 19 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2025, an estimated $1.04K.
Beacon Capital Management LLC (Tennessee) first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2022 and held it in 11 quarters.
Beacon Capital Management LLC (Tennessee)'s State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $62.3K in Q3 2023.
734 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.