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

Callan Capital’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	$1.23M	Buy	+24,063	New	+$1.31M	0.09%	103

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 $377B AUM 19.32% 1-Year Est. Return

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

TPSF

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

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

Callan Capital's SPMD Position: Q1 2025 in Review

Callan Capital opened a new position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2025: 24,063 shares worth $1.23M. The stake represents 0.09% of the portfolio and ranks #103 among its holdings.

677 funds tracked by Wall St. Rank hold SPMD as of Q1 2025.

Callan Capital held 24,063 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.23M as of Q1 2025.
State Street SPDR Portfolio S&P 400 Mid Cap ETF was a new Callan Capital position in Q1 2025.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.09% of Callan Capital's portfolio in Q1 2025, its #103 holding.
677 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.