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

Clear Creek 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 		– Sell
-22,357
Closed -$1.22M – 510
2024
Q3 		$1.22M Sell
22,357
-1,698
-7% -$89.8K 0.14% 148
2024
Q2 		$1.23M Buy
24,055
+1,115
+5% +$57.5K 0.15% 129
2024
Q1 		$1.22M Buy
22,940
+1,565
+7% +$77.8K 0.16% 123
2023
Q4 		$1.04M Sell
21,375
-2,133
-9% -$95K 0.17% 109
2023
Q3 		$1.03M Buy
23,508
+32
+0.1% +$1.47K 0.18% 97
2023
Q2 		$1.08M Buy
23,476
+890
+4% +$38.9K 0.19% 93
2023
Q1 		$992K Buy
+22,586
New +$1.01M 0.19% 100
2022
Q2 		– Sell
-5,712
Closed -$269K – 369
2022
Q1 		$269K Sell
5,712
-2,384
-29% -$111K 0.04% 275
2021
Q4 		$403K Sell
8,096
-156
-2% -$7.62K 0.06% 209
2021
Q3 		$381K Sell
8,252
-167
-2% -$7.89K 0.06% 214
2021
Q2 		$397K Buy
+8,419
New +$400K 0.06% 199
2021
Q1 		– Sell
-10,854
Closed -$438K – 227
2020
Q4 		$438K Buy
+10,854
New +$403K 0.08% 198
2020
Q3 		– Sell
-121,315
Closed -$3.79M – 239
2020
Q2 		$3.79M Sell
121,315
-16,027
-12% -$468K 0.98% 26
2020
Q1 		$3.69M Sell
137,342
-38,982
-22% -$1.27M 1.4% 18
2019
Q4 		$6.42M Sell
176,324
-172,192
-49% -$6M 2.52% 14
2019
Q3 		$12.2M Sell
348,516
-126,725
-27% -$4.27M 5.89% 3
2019
Q2 		$16.2M Buy
+475,241
New +$16M 6.93% 3

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
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 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 $4.84B 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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Clear Creek Financial Management's SPMD Position: Q4 2024 in Review

Clear Creek Financial Management sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q4 2024, closing a stake of 22,357 shares — an estimated $1.22M sold.

Clear Creek Financial Management first reported a position in SPMD in Q2 2019 and held it in 17 quarters. The position peaked at $16.2M in Q2 2019. 683 funds tracked by Wall St. Rank hold SPMD as of Q4 2024.

  • Clear Creek Financial Management reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Clear Creek Financial Management sold 22,357 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2024, an estimated $1.22M.
  • Clear Creek Financial Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2019 and held it in 17 quarters.
  • Clear Creek Financial Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $16.2M in Q2 2019.
  • 683 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2024.

Based on Clear Creek Financial Management's 13F filing for Q4 2024, filed 24 Jan 2025.