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

Bison Wealth’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
2024
Q4 		– Sell
-4,627
Closed -$253K – 412
2024
Q3 		$253K Sell
4,627
-1,918
-29% -$101K 0.04% 353
2024
Q2 		$349K Hold
6,545
– – 0.06% 299
2024
Q1 		$349K Sell
6,545
-88
-1% -$4.38K 0.06% 299
2023
Q4 		$323K Sell
6,633
-59
-0.9% -$2.63K 0.06% 302
2023
Q3 		$293K Sell
6,692
-45
-0.7% -$2.07K 0.06% 306
2023
Q2 		$309K Buy
6,737
+30
+0.4% +$1.31K 0.06% 283
2023
Q1 		$286K Buy
6,707
+72
+1% +$3.22K 0.09% 204
2022
Q4 		$301K Sell
6,635
-18
-0.3% -$764 0.1% 203
2022
Q3 		$256K Sell
6,653
-233
-3% -$9.88K 0.1% 209
2022
Q2 		$273K Sell
6,886
-194
-3% -$8.41K 0.16% 149
2022
Q1 		$334K Sell
7,080
-2,142
-23% -$100K 0.17% 147
2021
Q4 		$459K Buy
9,222
+34
+0.4% +$1.66K 0.27% 101
2021
Q3 		$424K Buy
9,188
+1,752
+24% +$82.7K 0.19% 133
2021
Q2 		$351K Buy
+7,436
New +$353K 0.15% 166

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 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 $94.2B AUM 21.24% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bison Wealth's SPMD Position: Q4 2024 in Review

Bison Wealth sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q4 2024, closing a stake of 4,627 shares — an estimated $253K sold.

Bison Wealth first reported a position in SPMD in Q2 2021 and held it in 14 quarters. The position peaked at $459K in Q4 2021. 683 funds tracked by Wall St. Rank hold SPMD as of Q4 2024.

  • Bison Wealth reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Bison Wealth sold 4,627 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2024, an estimated $253K.
  • Bison Wealth first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2021 and held it in 14 quarters.
  • Bison Wealth's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $459K in Q4 2021.
  • 683 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.