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

Congress Wealth 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
2025 Q2	$558K	Sell	10,259 -271	-3%	-$14K	0.01%	887
2025 Q1	$539K	Sell	10,530 -56	-0.5%	-$3.05K	0.01%	798
2024 Q4	$579K	Sell	10,586 -281	-3%	-$15.8K	0.01%	605
2024 Q3	$594K	Sell	10,867 -686	-6%	-$36.3K	0.01%	606
2024 Q2	$593K	Buy	+11,553	New	+$596K	0.01%	511
2023 Q4	–	Sell	-13,637	Closed	-$597K	–	666
2023 Q3	$597K	Sell	13,637 -64	-0.5%	-$2.94K	0.01%	439
2023 Q2	$629K	Buy	13,701 +391	+3%	+$17.1K	0.01%	388
2023 Q1	$585K	Sell	13,310 -620	-4%	-$27.8K	0.01%	399
2022 Q4	$592K	Sell	13,930 -992	-7%	-$42.1K	0.02%	391
2022 Q3	$575K	Buy	14,922 +1,443	+11%	+$61.2K	0.02%	389
2022 Q2	$535K	Sell	13,479 -8,519	-39%	-$370K	0.01%	399
2022 Q1	$1.04M	Sell	21,998 -51,446	-70%	-$2.41M	0.02%	348
2021 Q4	$3.65M	Buy	+73,444	New	+$3.59M	0.07%	255

Other funds holding SPMD

Creative Planning

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 $376B AUM 19.32% 1-Year Est. Return

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

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

HighTower Advisors

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

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

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

Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return