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

Beta Wealth Group’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 Q1	–	Sell	-21,875	Closed	-$1.2M	–	121
2024 Q4	$1.2M	Buy	21,875 +193	+0.9%	+$10.9K	0.53%	39
2024 Q3	$1.19M	Buy	21,682 +1,214	+6%	+$64.2K	0.53%	39
2024 Q2	$1.05M	Buy	20,468 +986	+5%	+$50.9K	0.5%	40
2024 Q1	$1.04M	Sell	19,482 -563	-3%	-$28K	0.51%	38
2023 Q4	$977K	Buy	20,045 +788	+4%	+$35.1K	0.51%	36
2023 Q3	$843K	Buy	19,257 +159	+0.8%	+$7.31K	0.5%	41
2023 Q2	$876K	Buy	19,098 +103	+0.5%	+$4.5K	0.51%	42
2023 Q1	$835K	Buy	18,995 +36	+0.2%	+$1.61K	0.48%	44
2022 Q4	$806K	Sell	18,959 -748	-4%	-$31.8K	0.54%	39
2022 Q3	$760K	Buy	19,707 +2	+0%	+$85	0.55%	39
2022 Q2	$782K	Sell	19,705 -227	-1%	-$9.85K	0.52%	41
2022 Q1	$940K	Buy	+19,932	New	+$932K	0.63%	38

Other funds holding SPMD

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC)

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return