Boston Financial Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Boston Financial Management’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	$465K	Sell	8,494 -230	-3%	-$12.9K	0.01%	248
2024 Q3	$477K	Buy	8,724 +230	+3%	+$12.2K	0.01%	245
2024 Q2	$436K	Hold	8,494	–	–	0.01%	249
2024 Q1	$453K	Hold	8,494	–	–	0.01%	258
2023 Q4	$414K	Hold	8,494	–	–	0.01%	258
2023 Q3	$372K	Hold	8,494	–	–	0.01%	252
2023 Q2	$390K	Hold	8,494	–	–	0.01%	252
2023 Q1	$373K	Hold	8,494	–	–	0.01%	251
2022 Q4	$361K	Buy	8,494 +3,295	+63%	+$140K	0.01%	254
2022 Q3	$200K	Buy	+5,199	New	+$220K	0.01%	297
2022 Q2	–	Sell	-4,668	Closed	-$220K	–	300
2022 Q1	$220K	Hold	4,668	–	–	0.01%	275
2021 Q4	$232K	Buy	+4,668	New	+$228K	0.01%	244

Other funds holding SPMD

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 $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

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 Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

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

Boston Financial Management's SPMD Position: Q4 2024 in Review

Boston Financial Management reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 2.6% in Q4 2024, selling an estimated $12.9K and leaving 8,494 shares worth $465K. The position accounts for 0.01% of the portfolio, ranked #248.

Boston Financial Management first reported a position in SPMD in Q4 2021 and has held it in 12 quarters since. The position peaked at $477K in Q3 2024. 683 funds tracked by Wall St. Rank hold SPMD as of Q4 2024.

Boston Financial Management held 8,494 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $465K as of Q4 2024.
Boston Financial Management sold 230 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2024, an estimated $12.9K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of Boston Financial Management's portfolio in Q4 2024, its #248 holding.
Boston Financial Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2021 and has held it in 12 quarters since.
Boston Financial Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $477K in Q3 2024.
683 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.