BCP
SPMD icon

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

Berkeley 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
2026
Q1 		$8.65M Buy
146,051
+2,983
+2% +$182K 2.01% 10
2025
Q4 		$8.29M Buy
143,068
+2,566
+2% +$147K 1.95% 9
2025
Q3 		$8.04M Buy
140,502
+5,705
+4% +$321K 1.9% 9
2025
Q2 		$7.33M Buy
134,797
+2,852
+2% +$147K 1.86% 10
2025
Q1 		$6.75M Sell
131,945
-136
-0.1% -$7.41K 1.86% 9
2024
Q4 		$7.22M Buy
132,081
+4,120
+3% +$232K 2.01% 8
2024
Q3 		$7M Buy
127,961
+2,623
+2% +$139K 2% 8
2024
Q2 		$6.43M Sell
125,338
-2,415
-2% -$125K 1.94% 10
2024
Q1 		$6.81M Buy
+127,753
New +$6.35M 2.08% 9

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LPL Financial
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VA
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return