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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 $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
AG
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Beta Wealth Group's SPMD Position: Q1 2025 in Review

Beta Wealth Group sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2025, closing a stake of 21,875 shares — an estimated $1.2M sold.

Beta Wealth Group first reported a position in SPMD in Q1 2022 and held it in 12 quarters. The position peaked at $1.2M in Q4 2024. 678 funds tracked by Wall St. Rank hold SPMD as of Q1 2025.

  • Beta Wealth Group reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Beta Wealth Group sold 21,875 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2025, an estimated $1.2M.
  • Beta Wealth Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2022 and held it in 12 quarters.
  • Beta Wealth Group's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.2M in Q4 2024.
  • 678 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2025.

Based on Beta Wealth Group's 13F filing for Q1 2025, filed 9 May 2025.