CPRC
SPMD icon

Consolidated Portfolio Review Corp’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Consolidated Portfolio Review Corp’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
Q4 		– Sell
-4,381
Closed -$251K – 350
2025
Q3 		$251K Sell
4,381
-19
-0.4% -$1.07K 0.03% 409
2025
Q2 		$239K Sell
4,400
-115
-3% -$5.92K 0.03% 392
2025
Q1 		$231K Sell
4,515
-6
-0.1% -$327 0.04% 338
2024
Q4 		$247K Buy
+4,521
New +$254K 0.04% 327
2024
Q2 		– Sell
-4,075
Closed -$217K – 312
2024
Q1 		$217K Sell
4,075
-49
-1% -$2.44K 0.06% 249
2023
Q4 		$201K Buy
+4,124
New +$184K 0.05% 287
2023
Q3 		– Sell
-4,361
Closed -$200K – 332
2023
Q2 		$200K Sell
4,361
-659
-13% -$28.8K 0.05% 299
2023
Q1 		$221K Buy
+5,020
New +$225K 0.06% 253

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
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
TPSF
Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return