Bellwether Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Bellwether 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 Q3	–	Sell	-151	Closed	-$8.21K	–	507
2025 Q2	$8.21K	Hold	151	–	–	﹤0.01%	392
2025 Q1	$7.73K	Hold	151	–	–	﹤0.01%	341
2024 Q4	$8.26K	Buy	+151	New	+$8.5K	﹤0.01%	351
2023 Q2	–	Sell	-151	Closed	-$6.63K	–	387
2023 Q1	$6.63K	Hold	151	–	–	﹤0.01%	296
2022 Q4	$6.42K	Hold	151	–	–	﹤0.01%	300
2022 Q3	$5K	Hold	151	–	–	﹤0.01%	328
2022 Q2	$5K	Hold	151	–	–	﹤0.01%	285
2022 Q1	$7K	Hold	151	–	–	﹤0.01%	338
2021 Q4	$7K	Hold	151	–	–	﹤0.01%	367
2021 Q3	$6K	Hold	151	–	–	﹤0.01%	355
2021 Q2	$7K	Hold	151	–	–	﹤0.01%	294
2021 Q1	$6K	Hold	151	–	–	﹤0.01%	291
2020 Q4	$6K	Buy	+151	New	+$5.6K	﹤0.01%	262

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 22.96% 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

Bellwether Advisors's SPMD Position: Q3 2025 in Review

Bellwether Advisors sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2025, closing a stake of 151 shares — an estimated $8.21K sold.

Bellwether Advisors first reported a position in SPMD in Q4 2020 and held it in 13 quarters. The position peaked at $8.26K in Q4 2024. 733 funds tracked by Wall St. Rank hold SPMD as of Q3 2025.

Bellwether Advisors reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 151 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2025, an estimated $8.21K.
Bellwether Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2020 and held it in 13 quarters.
Bellwether Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $8.26K in Q4 2024.
733 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.