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 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

Morgan Stanley New York $1.89T AUM 35.08% 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

TPSF

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Consolidated Portfolio Review Corp's SPMD Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q4 2025, closing a stake of 4,381 shares — an estimated $251K sold.

Consolidated Portfolio Review Corp first reported a position in SPMD in Q1 2023 and held it in 8 quarters. The position peaked at $251K in Q3 2025. 798 funds tracked by Wall St. Rank hold SPMD as of Q4 2025.

Consolidated Portfolio Review Corp reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q4 2025 after selling out during the quarter.
Consolidated Portfolio Review Corp sold 4,381 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2025, an estimated $251K.
Consolidated Portfolio Review Corp first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2023 and held it in 8 quarters.
Consolidated Portfolio Review Corp's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $251K in Q3 2025.
798 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.