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

Castleview Partners’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
-1,955
Closed -$107K – 506
2024
Q4 		$107K Buy
1,955
+77
+4% +$4.33K 0.06% 247
2024
Q3 		$103K Sell
1,878
-765
-29% -$40.5K 0.06% 229
2024
Q2 		$136K Buy
2,643
+695
+36% +$35.9K 0.08% 210
2024
Q1 		$104K Buy
1,948
+556
+40% +$27.7K 0.06% 251
2023
Q4 		$67.8K Sell
1,392
-153
-10% -$6.82K 0.05% 252
2023
Q3 		$67.6K Sell
1,545
-112
-7% -$5.15K 0.06% 221
2023
Q2 		$76.1K Buy
1,657
+206
+14% +$9K 0.07% 211
2023
Q1 		$63.8K Buy
1,451
+1
+0.1% +$45 0.06% 238
2022
Q4 		$61.6K Hold
1,450
– – 0.06% 210
2022
Q3 		$56K Sell
1,450
-372
-20% -$15.8K 0.05% 243
2022
Q2 		$80.8K Buy
1,822
+286
+19% +$12.4K 0.06% 235
2022
Q1 		$72K Buy
+1,536
New +$71.8K 0.04% 302
2021
Q2 		$54K Buy
+1,151
New +$54.6K 0.02% 395

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

Castleview Partners's SPMD Position: Q1 2025 in Review

Castleview Partners sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2025, closing a stake of 1,955 shares — an estimated $107K sold.

Castleview Partners first reported a position in SPMD in Q2 2021 and held it in 13 quarters. The position peaked at $136K in Q2 2024. 678 funds tracked by Wall St. Rank hold SPMD as of Q1 2025.

  • Castleview Partners reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 1,955 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2025, an estimated $107K.
  • Castleview Partners first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2021 and held it in 13 quarters.
  • Castleview Partners's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $136K in Q2 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 Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.