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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return

Congress Wealth Management's SPMD Position: Q2 2025 in Review

Congress Wealth Management reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 2.6% in Q2 2025, selling an estimated $14K and leaving 10,259 shares worth $558K. The position accounts for 0.01% of the portfolio, ranked #887.

Congress Wealth Management first reported a position in SPMD in Q4 2021 and has held it in 13 quarters since. The position peaked at $3.65M in Q4 2021. 724 funds tracked by Wall St. Rank hold SPMD as of Q2 2025.

Congress Wealth Management held 10,259 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $558K as of Q2 2025.
Congress Wealth Management sold 271 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2025, an estimated $14K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #887 holding.
Congress Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2021 and has held it in 13 quarters since.
Congress Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $3.65M in Q4 2021.
724 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.