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

Citadel Advisors’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 Q2	–	Sell	-700	Closed	-$35.8K	–	14923
2025 Q1	$35.8K	Buy	+700	New	+$38.2K	﹤0.01%	12639
2024 Q3	–	Sell	-300	Closed	-$15.4K	–	15179
2024 Q2	$15.4K	Buy	+300	New	+$15.5K	﹤0.01%	12836
2023 Q4	–	Sell	-100	Closed	-$4.38K	–	15192
2023 Q3	$4.38K	Sell	100 -100	-50%	-$4.6K	﹤0.01%	13491
2023 Q2	$9.18K	Buy	+200	New	+$8.74K	﹤0.01%	13266
2021 Q3	–	Sell	-5,000	Closed	-$236K	–	14597
2021 Q2	$236K	Buy	+5,000	New	+$237K	﹤0.01%	11811

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Citadel Advisors's SPMD Position: Q3 2025 in Review

Citadel Advisors sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2025, closing a stake of 5,150 shares — an estimated $280K sold.

Citadel Advisors first reported a position in SPMD in Q3 2015 and held it in 26 quarters. The position peaked at $9.24M in Q1 2024. 730 funds tracked by Wall St. Rank hold SPMD as of Q3 2025.

Citadel Advisors reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q3 2025 after selling out during the quarter.
Citadel Advisors sold 5,150 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2025, an estimated $280K.
Citadel Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2015 and held it in 26 quarters.
Citadel Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $9.24M in Q1 2024.
730 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2025.

Based on Citadel Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.